Relationship Banker: Personal Banking & Lending Advisor

BMO U.S.; Manteca (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused professional to deliver exceptional service and needs-based advice across banking and lending solutions. You will engage with customers and prospects, identify opportunities, and guide them through tailored financial options using branch and digital channels.

You will work with a collaborative team, uphold risk and regulatory standards, and help grow relationships while providing a personalized banking experience that aligns with the bank’s

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides advice on financial solutions.
• Engages customers to grow business and build relationships.
• Opens lending opportunities with compliant recommendations.
• Guides customers through digital and self-serve options.
• Applies risk management to protect assets and ensure compliance.

Skills

Customer service

Sales oriented

Financial solutions

Credit knowledge

Communication

Attention to detail

Education

Post-secondary degree in related field

Tools

CRM systems

Job description

BMO Financial Group is seeking a customer-focused professional to deliver exceptional service and needs-based advice across banking and lending solutions. You will engage with customers and prospects, identify opportunities, and guide them through tailored financial options using branch and digital channels.

You will work with a collaborative team, uphold risk and regulatory standards, and help grow relationships while providing a personalized banking experience that aligns with the bank’s