Relationship Banking Advisor

BMO Harris Bank; Modesto (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-centric banking professional in the United States (CA Modesto) to deliver exceptional service and trusted financial guidance. The role focuses on needs-based assessments, tailored banking and lending solutions, and promoting digital channels to enhance the customer experience.

Responsibilities include engaging customers, processing transactions, and collaborating with branch teams to grow relationships while ensuring compliance with regulatory standards

Qualifications

• Experience in financial services and a customer-facing role.
• Ability to assess customer needs and recommend financial solutions.
• Understanding of retail lending products and home financing approaches.
• Comfort with digital banking tools and self-serve options.
• Strong communication and problem-solving skills.

Responsibilities

• Engage customers to identify needs and grow loyalty through tailored financial solutions.
• Provide guidance on everyday banking, lending and investment options across channels.
• Guide customers to digital/self-serve options to simplify their banking experience.
• Support transactions and service needs while maintaining accuracy and compliance.
• Build relationships through outreach, appointments, and community involvement.

Skills

Customer service

Needs-based assessments

Sales experience

Lending products knowledge

Regulatory compliance

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a customer-centric banking professional in the United States (CA Modesto) to deliver exceptional service and trusted financial guidance. The role focuses on needs-based assessments, tailored banking and lending solutions, and promoting digital channels to enhance the customer experience.

Responsibilities include engaging customers, processing transactions, and collaborating with branch teams to grow relationships while ensuring compliance with regulatory standards