Relationship Banker: Personal Banking & Small Biz Finance

bmo; Compton (CA); On-site; USD 42,000 - 68,000; Full time

Job summary

BMO is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide clients toward tailored financial solutions across channels. You will engage directly with customers, build loyalty, and promote banking options, including lending and investments, while upholding regulatory standards.

In this role, you’ll collaborate with branch teams to provide a seamless customer experience, handle transactions, and identify opportunities to enhance

Qualifications

• Experience in a consultative customer service or sales role.
• Working knowledge of personal and small business customer needs and solutions.
• Familiarity with retail investments, lending products, and digital channels.

Responsibilities

• Identify customer needs and provide financial solutions aligned with customer interests.
• Engage with customers to grow relationships and promote banking channels and services.
• Process everyday banking tasks and guide customers to digital self-serve options.
• Collaborate with branch team to ensure high-quality service and compliance with policies.

Skills

Consultative sales

Customer service

Retail banking knowledge

Digital banking guidance

Education

Post-secondary degree in related field

Job description

BMO is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide clients toward tailored financial solutions across channels. You will engage directly with customers, build loyalty, and promote banking options, including lending and investments, while upholding regulatory standards.

In this role, you’ll collaborate with branch teams to provide a seamless customer experience, handle transactions, and identify opportunities to enhance