Relationship Banking Advisor — Growth & Service

BMO U.S.; Brea (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO U.S. in California (Brea) seeks a Branch Banking professional to deliver exceptional service, identify customer needs, and provide tailored financial solutions in everyday banking, lending, and investments.

You will collaborate with partners to grow loyalty and manage risk within regulatory guidelines. You will engage customers, schedule appointments, and help with digital banking options, while ensuring accurate data entry and adherence to policies as part of a friendly, community-focused

Qualifications

• 2–3 years of relevant experience with a post-secondary degree desirable.
• Lending qualifications and designations.
• Knowledge of personal & small business customer needs & solutions.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides tailored financial solutions.
• Collaborates with branch and partners to improve customer experience and business results.
• Engages customers to grow loyalty and identify opportunities.
• Promotes digital and self-serve options to simplify banking.

Skills

Lending qualifications

Retail banking knowledge

Customer needs

Interpersonal skills

Digital banking awareness

Job description

BMO U.S. in California (Brea) seeks a Branch Banking professional to deliver exceptional service, identify customer needs, and provide tailored financial solutions in everyday banking, lending, and investments.

You will collaborate with partners to grow loyalty and manage risk within regulatory guidelines. You will engage customers, schedule appointments, and help with digital banking options, while ensuring accurate data entry and adherence to policies as part of a friendly, community-focused