Relationship Banker — Personal Banking & Lending Advisor

BMO Bank N.A.; San Jose (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group in San Jose, CA, is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects, identify needs, and provide guidance on financial solutions aligned with their best interests.

You will collaborate with branch colleagues and partners to grow loyalty, conduct needs-based assessments, and present tailored banking options, including everyday banking, lending, and digital channels, while adhering to risk and compliance standards.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree desirable.
• Knowledge of personal and small business banking products and solutions.
• Experience in customer service or sales with a focus on delivering a personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
• Works with branch and partners to deliver the customer experience and grow loyalty.
• Engages customers to complete needs assessments and recommends tailored banking solutions (everyday banking, lending, home financing, etc.).
• Follows risk and compliance processes to protect assets and ensure regulatory requirements are met.

Skills

customer service

sales

communication

interpersonal skills

problem solving

team collaboration

results oriented

consultative selling

Education

Post-secondary degree in related field

Job description

BMO Financial Group in San Jose, CA, is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects, identify needs, and provide guidance on financial solutions aligned with their best interests.

You will collaborate with branch colleagues and partners to grow loyalty, conduct needs-based assessments, and present tailored banking options, including everyday banking, lending, and digital channels, while adhering to risk and compliance standards.