Relationship Banker: Personal Finance Advisor

Enternships Ltd.; Saratoga (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is hiring for a Retail Banking Sales & Service role in the United States. You will deliver exceptional customer service, assess needs, and offer tailored financial solutions while collaborating with branch teams and partners to enhance the customer experience.

The position emphasizes proactive engagement, growth of customer relationships, and adherence to risk and compliance requirements as part of daily banking activities.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in related field, or an equivalent combination of education and experience.
• U.S. mortgage licensing registration (NMLS) may be required for originator role; bank will instruct on registration.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to perform needs assessments and tailor solutions across banking channels.
• Develops loyalty and builds new relationships by generating appointments and follow-ups.
• Ensures compliance with risk, privacy, and lending policies.

Skills

Customer needs assessment

Sales guidance

Communication skills

Team collaboration

Risk awareness

Interpersonal skills

Education

Post-secondary degree

Equivalent education/experience

Tools

Social media

Tablet/Smartphone apps

Online tools

Job description

BMO Financial Group is hiring for a Retail Banking Sales & Service role in the United States. You will deliver exceptional customer service, assess needs, and offer tailored financial solutions while collaborating with branch teams and partners to enhance the customer experience.

The position emphasizes proactive engagement, growth of customer relationships, and adherence to risk and compliance requirements as part of daily banking activities.