Relationship Banker — Personal Banking & Lending Solutions

BMO U.S.; Newman (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

retirement savings plans

Job summary

BMO Financial Group in the United States seeks a banking professional to deliver exceptional service and identify customer needs, guiding clients toward tailored financial solutions across everyday banking, lending, and investments.

You will collaborate within the branch and with partners to grow loyalty, coordinate appointments, and ensure compliant loan and credit processes while protecting customer assets. The role emphasizes risk management and a personal customer experience.

Qualifications

• Typically 2–3 years of relevant experience or equivalent
• Post-secondary degree in a related field is desirable

Responsibilities

• Deliver exceptional service to customers and prospects
• Identify needs and provide tailored financial solutions
• Lead needs assessments and grow loyalty
• Advise on digital/self-serve options and banking channels
• Process lending and credit recommendations in compliance with policies
• Collaborate within branch and with partners to achieve business objectives
• Ensure accurate data entry and compliance with regulations
• Contribute to risk management and portfolio quality
• Protect customer assets and maintain privacy
• May work across multiple branches and channels as needed

Skills

Needs-based assessments

Customer engagement

Sales & advisory

Credit risk & compliance

Team collaboration

Education

Post-secondary degree (desirable)

Tools

CRM tools

Job description

BMO Financial Group in the United States seeks a banking professional to deliver exceptional service and identify customer needs, guiding clients toward tailored financial solutions across everyday banking, lending, and investments.

You will collaborate within the branch and with partners to grow loyalty, coordinate appointments, and ensure compliant loan and credit processes while protecting customer assets. The role emphasizes risk management and a personal customer experience.