Relationship Banking Advisor: Grow Customers & Loans

BMO; Santa Ana (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 Financial Group in Santa Ana, CA, is seeking a customer-focused banking professional to deliver exceptional service and advise on financial solutions. You will perform needs-based assessments, engage customers across channels, and collaborate with branch partners to grow loyalty and drive sales while complying with policies and risk controls.

The role requires 2–3 years of relevant experience, post-secondary education, and a consultative sales mindset.

Qualifications

• Post-secondary degree in a related field is desirable or equivalent experience.
• 2–3 years of relevant experience in financial services or customer sales.
• Ability to analyze customer needs and provide tailored financial solutions.

Responsibilities

• Deliver exceptional service to customers and prospects and identify financial solutions.
• Perform needs-based assessments to grow loyalty and opportunities.
• Engage in credit lending processes in compliance with policies.
• Collaborate with branch team and partners to achieve sales and service goals.

Skills

Communication skills

Customer service

Sales mindset

Financial product knowledge

Education

Post-secondary degree

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Santa Ana, CA, is seeking a customer-focused banking professional to deliver exceptional service and advise on financial solutions. You will perform needs-based assessments, engage customers across channels, and collaborate with branch partners to grow loyalty and drive sales while complying with policies and risk controls.

The role requires 2–3 years of relevant experience, post-secondary education, and a consultative sales mindset.