Relationship Banker: Personal Banking & Lending Expert

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in San Ramon, CA is seeking a branch-focused professional for Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide financial solutions within the branch and through partners.

You will engage customers with needs assessments, recommend tailored solutions, promote digital options, and support transactions while ensuring compliance. The role may involve multiple branches or channels based on market needs, with a variable schedule.

Qualifications

• 2–3 years of relevant experience and post-secondary degree desirable or equivalent.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong communication and relationship-building skills.

Responsibilities

• Advise customers on financial solutions aligned with their best interests.
• Lead needs-based assessments with existing customers and prospects.
• Promote digital and self-service options to make banking easy.
• Engage customers to grow BMO's business and build relationships.
• Ensure compliance with legal and regulatory requirements.

Skills

Customer service

Sales skills

Needs-based assessment

Interpersonal communication

Problem solving

Financial products knowledge

Education

Post-secondary degree

Equivalent education/experience

Tools

CRM software

Digital banking platforms

Job description

BMO Harris Bank in San Ramon, CA is seeking a branch-focused professional for Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide financial solutions within the branch and through partners.

You will engage customers with needs assessments, recommend tailored solutions, promote digital options, and support transactions while ensuring compliance. The role may involve multiple branches or channels based on market needs, with a variable schedule.