Relationship Banker: Personal Lending and Banking Solutions

BMO U.S.; Indio (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused banking professional to originate consumer loan opportunities and provide tailored financial guidance. The role emphasizes proactive engagement, needs-based assessments, and cross-channel collaboration to deliver strong customer experiences.

The position requires relevant lending knowledge, 2–3 years of experience, and a post-secondary degree. Benefits include health insurance and retirement plans; posted pay ranges reflect US market standards.

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.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Verbal & written communication skills - Good.
• Organizational and collaboration skills are important.

Responsibilities

• Proactively engage with existing customers and prospects to grow loyalty and identify opportunities.
• Assess needs and suggest tailored banking solutions across retail banking, lending, and small business products.
• Advise on digital/self-serve options to simplify banking for customers.
• Support customer transactions and drive relationship development across channels.
• Adhere to regulatory requirements and risk management practices.

Skills

Customer service

Sales

Financial services

Communication skills

Interpersonal skills

Problem solving

Teamwork

Education

Post-secondary degree in related field

Lending qualifications/designations

Job description

BMO Financial Group is seeking a customer-focused banking professional to originate consumer loan opportunities and provide tailored financial guidance. The role emphasizes proactive engagement, needs-based assessments, and cross-channel collaboration to deliver strong customer experiences.

The position requires relevant lending knowledge, 2–3 years of experience, and a post-secondary degree. Benefits include health insurance and retirement plans; posted pay ranges reflect US market standards.