Relationship Banker: Personal Banking & Lending Advisor

BMO Harris Bank; Waterford (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 is seeking a Branch Representative who delivers exceptional service, identifies customer needs, and provides guidance on financial solutions across lending, everyday banking, and investments. You will collaborate with branch teams and partners to ensure a superior customer experience.

The role emphasizes engaging existing customers, growing loyalty, and driving opportunities while adhering to compliance and risk management standards.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.

Skills

Experience in financial services

Consultative sales

Strong interpersonal skills

Listening and problem solving

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a Branch Representative who delivers exceptional service, identifies customer needs, and provides guidance on financial solutions across lending, everyday banking, and investments. You will collaborate with branch teams and partners to ensure a superior customer experience.

The role emphasizes engaging existing customers, growing loyalty, and driving opportunities while adhering to compliance and risk management standards.