Relationship Banking Advisor

BMO; Fullerton (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 is seeking a customer-focused professional in Fullerton, CA to deliver exceptional service and consultative advice on personal banking, credit, and lending solutions. You will assess needs, propose tailored financial products, and collaborate with branch teams and partners to meet business goals.

In this role you’ll promote digital self-service options, support transactions, and help customers navigate mortgages, home financing, and consumer loans while ensuring compliance and quality

Qualifications

• Typically 2–3 years of relevant experience with a related post-secondary degree or equivalent.
• Canada only: investment product registration as applicable.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business needs and solutions.
• Knowledge of retail investments and lending products.
• Experience in financial services is a plus.
• Comfort with social media, tablets, smartphones and online tools.
• Experience in consultative customer service or sales with a personal touch.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and offers suitable financial solutions.
• Lead in needs-based assessments to grow loyalty and opportunities.
• Engages customers with tailored banking and lending guidance.
• Ensure compliance with risk and regulatory requirements.

Skills

Customer service

Sales

Communication

Interpersonal skills

Analytical skills

Collaboration

Education

Post-secondary degree

Job description

BMO is seeking a customer-focused professional in Fullerton, CA to deliver exceptional service and consultative advice on personal banking, credit, and lending solutions. You will assess needs, propose tailored financial products, and collaborate with branch teams and partners to meet business goals.

In this role you’ll promote digital self-service options, support transactions, and help customers navigate mortgages, home financing, and consumer loans while ensuring compliance and quality