Relationship Banker: Personal Banking & Lending Expert

BMO; Santa Ana (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 in Santa Ana, California is seeking a Retail Banking role focused on delivering exceptional service and advice. You will engage customers, identify needs, and offer financial solutions aligned with their best interests, including everyday banking, lending, and small business options.

You’ll work with branch and partners to grow loyalty, promote digital channels, and ensure regulatory compliance, while building relationships in the community and contributing to overall business objectives.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in a related field.
• Working knowledge of personal banking products and retail lending is expected.
• Experience in a consultative sales or service role with a drive to deliver personal customer experience.

Responsibilities

• Engages customers to identify needs and offers tailored financial solutions.
• Performs needs assessments and presents everyday banking, lending, and investment options.
• Supports customers through transactions and promotes digital self-serve channels.
• Collaborates with branch and partners to improve the customer experience.

Skills

Customer service

Needs-based assessments

Sales and advisory

Collaboration

Financial solutions

Lending knowledge

Education

Post-secondary degree in related field

Job description

BMO in Santa Ana, California is seeking a Retail Banking role focused on delivering exceptional service and advice. You will engage customers, identify needs, and offer financial solutions aligned with their best interests, including everyday banking, lending, and small business options.

You’ll work with branch and partners to grow loyalty, promote digital channels, and ensure regulatory compliance, while building relationships in the community and contributing to overall business objectives.