Relationship Banker: Personal Banking & Lending Advisor

Hispanic Alliance for Career Enhancement; Manteca (CA); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused banking professional to lead needs-based assessments and offer tailored financial solutions across everyday banking, lending, and investment products. You will engage with customers, schedule appointments, and promote digital channels to enhance the banking experience.

The role involves risk-compliant lending practices, collaboration with branch teams, and delivering personalized service while navigating regulatory requirements.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or equivalent.
• Registration to sell investment products (Canada) if applicable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Excellent verbal & written communication and organizational skills.

Responsibilities

• Proactively engage with existing customers and prospects to grow loyalty.
• Identify needs-based financial solutions across banking channels.
• Promote digital and self-serve options to simplify banking for customers.
• Assist with customer transactions and scheduling.
• Develop new customer relationships and appointments within the community.

Skills

Interpersonal skills

Analytical thinking

Communication skills

Collaboration

Problem solving

Customer focus

Listening skills

Adaptability

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a customer-focused banking professional to lead needs-based assessments and offer tailored financial solutions across everyday banking, lending, and investment products. You will engage with customers, schedule appointments, and promote digital channels to enhance the banking experience.

The role involves risk-compliant lending practices, collaboration with branch teams, and delivering personalized service while navigating regulatory requirements.