Relationship Banker: Personal Finance Advisor

BMO U.S.; Santa Clara (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 Financial Group is hiring to deliver exceptional customer service and consultative banking solutions in a dynamic branch environment. You will assess needs, recommend tailored financial solutions, and guide customers through digital options to simplify their banking experience.

The role emphasizes proactive engagement with customers, cross-selling opportunities, and adherence to regulatory lending practices to protect assets and ensure quality service.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• This U.S. position requires originator licensing considerations per federal regulations and internal policies.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Provides needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments and recommend tailored financial solutions.
• Advises on digital and self-serve options to simplify banking.
• Maintains accuracy and compliance with regulatory requirements in lending processes.

Skills

Customer service

Interpersonal skills

Problem solving

Team collaboration

Communication skills

Education

Post-secondary degree desirable

Tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is hiring to deliver exceptional customer service and consultative banking solutions in a dynamic branch environment. You will assess needs, recommend tailored financial solutions, and guide customers through digital options to simplify their banking experience.

The role emphasizes proactive engagement with customers, cross-selling opportunities, and adherence to regulatory lending practices to protect assets and ensure quality service.