Relationship Banker: Personal Banking & Lending Expert

BMO Harris Bank; Healdsburg (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accidental insurance

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Healdsburg, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them to financial solutions.

You will engage customers to complete needs assessments, promote digital options, and collaborate with branch teams to grow relationships and support lending and everyday banking.

The role requires adherence to risk and regulatory requirements and a commitment to customer experience across channels.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree.
• Experience in financial services is an asset.
• Strong knowledge of personal and small business needs and solutions.

Responsibilities

• Engage customers to assess needs and grow loyalty.
• Present tailored financial solutions including everyday banking, lending, home financing, and small business options.
• Promote digital and self-service options to streamline banking.
• Maintain accurate data entry and comply with lending policies and risk guidelines.
• Build relationships through community engagement and appointment setting.

Skills

Interpersonal skills

Problem solving

Communication skills

Organizational skills

Teamwork / collaboration

Customer service orientation

Sales mindset

Education

Post-secondary degree

Lending qualifications / designations

Job description

BMO Harris Bank in Healdsburg, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them to financial solutions.

You will engage customers to complete needs assessments, promote digital options, and collaborate with branch teams to grow relationships and support lending and everyday banking.

The role requires adherence to risk and regulatory requirements and a commitment to customer experience across channels.