Relationship Banking Advisor for Personal & Small Business

BMO U.S.; Saratoga (CA); On-site; USD 50,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group U.S. is seeking a customer-focused banking professional in California. You will identify customer needs and advise on personal banking and lending solutions across everyday banking, investments, and mortgage products.

You will engage clients through branch and digital channels, support transactions, and help grow the bank's business while ensuring accurate data entry and regulatory compliance.

Qualifications

• Strong interpersonal and communication skills.
• Experience in consultative customer service or sales.
• Analytical and problem solving abilities.
• Reading and reporting customer needs effectively.

Responsibilities

• Provide needs-based assessments to grow loyalty.
• Recommend tailored financial solutions across banking products.
• Engage customers to set appointments and build relationships.
• Ensure compliance with legal, regulatory, and lending policies.

Skills

Interpersonal skills

Communication skills

Problem solving

Analytical thinking

Sales / consultative selling

Education

Post-secondary degree in related field

Job description

BMO Financial Group U.S. is seeking a customer-focused banking professional in California. You will identify customer needs and advise on personal banking and lending solutions across everyday banking, investments, and mortgage products.

You will engage clients through branch and digital channels, support transactions, and help grow the bank's business while ensuring accurate data entry and regulatory compliance.