Relationship Banking Advisor

BMO Harris Bank; Dinuba (CA); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank is seeking a customer-focused banking professional to grow relationships and advise on personal lending, home financing, and everyday banking solutions.

The role emphasizes needs-based assessments, cross-channel collaboration, and an emphasis on customer experience.Candidates benefit from a supportive team, flexible scheduling, and strong adherence to regulatory guidelines.

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.
• Confident in using social media, tablets, and online tools.
• Experience in a consultative customer service or sales role.

Responsibilities

• Takes a lead in engaging with existing customers and prospects to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments and recommend tailored financial solutions.
• Offers guidance on digital and self-serve options to simplify banking.
• Supports customer transactions and builds new relationships within the community.
• Addresses questions and ensures compliance with lending policies and regulatory requirements.

Skills

Customer service

Sales experience

Needs-based assessments

Financial solutions

Communication skills

Collaboration

Education

Post-secondary degree in related field (desirable)

Lending qualifications and designations

Tools

Digital banking tools

CRM software

Job description

BMO Harris Bank is seeking a customer-focused banking professional to grow relationships and advise on personal lending, home financing, and everyday banking solutions.

The role emphasizes needs-based assessments, cross-channel collaboration, and an emphasis on customer experience.Candidates benefit from a supportive team, flexible scheduling, and strong adherence to regulatory guidelines.