Relationship Banker: Personal Banking & Lending Advisor

BMO Harris Bank; Modesto (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Modesto, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide financial solutions across everyday banking, lending, and investments.

The role emphasizes relationship building with customers and collaboration across branch and market teams, with a focus on compliance, risk management, and community engagement.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications. Knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Verbal & written communication skills are good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifying needs and guiding financial solutions.
• Engages customers to complete needs assessments and tailors solutions across everyday banking, lending, and investments.
• Promotes digital/self-serve options and drives relationship growth within the community.
• Ensures accurate data entry and lending recommendations in compliance with policies and regulatory requirements.
• Acts as a key member of a collaborative branch and market team.

Skills

Needs-based sales

Customer service

Interpersonal skills

Problem solving

Communication skills

Education

Post-secondary degree desirable

Tools

Social media

Tablets/mobile apps

Online tools

Job description

BMO Harris Bank in Modesto, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide financial solutions across everyday banking, lending, and investments.

The role emphasizes relationship building with customers and collaboration across branch and market teams, with a focus on compliance, risk management, and community engagement.