Relationship Banker: Personal Finance & Lending Expert

BMO Harris Bank; Cupertino (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 Harris Bank is seeking a customer-focused associate in the Cupertino area to deliver personalized banking experiences. You will engage with customers, perform needs assessments, and recommend tailored financial solutions across everyday banking, lending, and small business services.

You will help customers navigate digital channels, support transactions, and cultivate new community relationships while complying with legal and risk requirements.

Qualifications

• 2-3 years of relevant experience and a post-secondary degree or equivalent.
• Knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident in using social media, tablets, smartphones, and online tools.

Responsibilities

• Proactively engage with customers to assess needs and grow loyalty.
• Identify financial solutions and advise on channels for delivery.
• Guide clients on digital and self-serve options to simplify banking.
• Support customer transactions and build new relationships locally.

Skills

Customer service

Sales experience

Financial solutions knowledge

Communication skills

Team collaboration

Education

Post-secondary degree in related field

Tools

CRM software

Online tools

Job description

BMO Harris Bank is seeking a customer-focused associate in the Cupertino area to deliver personalized banking experiences. You will engage with customers, perform needs assessments, and recommend tailored financial solutions across everyday banking, lending, and small business services.

You will help customers navigate digital channels, support transactions, and cultivate new community relationships while complying with legal and risk requirements.