Relationship Banker: Personal Lending & Advisory

BMO; San Ramon (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a retail banking professional to deliver outstanding customer service, assess customer needs, and guide them toward appropriate financial solutions including lending and home financing.

The role emphasizes proactive engagement, collaboration with branch teams, and leveraging digital tools to simplify banking for customers, while maintaining compliance with legal and regulatory requirements.

Qualifications

• Typically between 2–3 years of relevant experience in financial services.
• Experience in consultative sales and delivering personal customer experiences.
• Knowledge of retail banking products and lending solutions.
• Ability to navigate regulatory requirements and risk controls.

Responsibilities

• Identify customer needs and provide tailored financial solutions.
• Engage with customers to grow relationships and appointments.
• Assist with lending and home financing discussions in compliance with policies.
• Promote digital and self-serve options to make banking easier for customers.

Skills

Customer service

Sales

Communication skills

Risk management

Regulatory compliance

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a retail banking professional to deliver outstanding customer service, assess customer needs, and guide them toward appropriate financial solutions including lending and home financing.

The role emphasizes proactive engagement, collaboration with branch teams, and leveraging digital tools to simplify banking for customers, while maintaining compliance with legal and regulatory requirements.