Relationship Banker: Personal Banking & Lending Expert

BMO U.S.; Vallejo (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO Financial Group is seeking a Customer Advisor to deliver exceptional service in the US market. The role focuses on assessing client needs and guiding them toward tailored banking and lending solutions, while promoting digital and self-service options for convenience and efficiency.

The position emphasizes collaboration within the branch, risk-aware lending, and proactive relationship-building with customers and prospects to grow loyalty and meet business objectives.

Qualifications

• Experience in a consultative customer service or sales role is preferred.
• Knowledge of personal banking products and lending solutions is advantageous.
• Strong communication and problem-solving abilities are essential.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Advise on financial solutions across banking channels including lending and investments.
• Guide customers to digital and self-serve options to simplify banking.
• Maintain risk and compliance with lending policies and processes.

Skills

Needs-based assessment

Customer engagement

Consultative selling

Relationship building

Education

Post-secondary degree

Lending qualifications

Job description

BMO Financial Group is seeking a Customer Advisor to deliver exceptional service in the US market. The role focuses on assessing client needs and guiding them toward tailored banking and lending solutions, while promoting digital and self-service options for convenience and efficiency.

The position emphasizes collaboration within the branch, risk-aware lending, and proactive relationship-building with customers and prospects to grow loyalty and meet business objectives.