Relationship Banker – Personal Banking & Lending Expert

BMO Harris Bank; South Gate (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 California seeks a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs. You will advise on financial solutions, collaborate with partners, and support digital channels to create easy, fast banking experiences.

Key focus areas include needs assessments, building loyalty, and recommending tailored banking and lending options while complying with regulatory requirements and risk guidelines.

Qualifications

• Typically 2-3 years of relevant experience and post-secondary degree desirable or equivalent.
• Familiar with personal and small business customer needs and solutions.
• Knowledge of retail investments and lending products is a plus.
• Strong in client engagement and cross-selling within a bank branch.

Responsibilities

• Takes a lead in engaging with existing customers and prospects to grow loyalty.
• Identifies financial solutions and channels suitable for needs-based opportunities.
• Advises on digital and self-serve options to make banking easy and fast.
• Grows business by generating appointments and building relationships.
• Ensures compliance with lending policies and risk guidelines.

Skills

Needs-based assessments

Customer needs analysis

Retail banking

Sales & service

Communication skills

Regulatory compliance

Collaboration

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Harris Bank in California seeks a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs. You will advise on financial solutions, collaborate with partners, and support digital channels to create easy, fast banking experiences.

Key focus areas include needs assessments, building loyalty, and recommending tailored banking and lending options while complying with regulatory requirements and risk guidelines.