Relationship Banking Advisor - Lending & Personal Solutions

BMO Harris Bank; Lafayette (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 Harris Bank is seeking a customer-focused professional for retail banking sales & service. You will engage customers, assess needs, and guide them to suitable financial solutions across everyday banking, lending, and home financing.

The role emphasizes relationship building and collaborative teamwork within branches and channels. Ideal candidates have 2–3 years of relevant experience, strong communication skills, and a track record in delivering personalized customer experiences while

Qualifications

• 2-3 years of relevant experience in retail banking sales & service.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide guidance on financial solutions.
• Engage customers to grow business and build relationships within the community.
• Provide needs assessments and tailor solutions (everyday banking, lending, home financing, small business).
• Ensure compliance with legal and regulatory requirements and lending policies.

Skills

Customer needs assessment

Sales and service orientation

Regulatory compliance awareness

Relationship building

Communication skills

Problem-solving

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a customer-focused professional for retail banking sales & service. You will engage customers, assess needs, and guide them to suitable financial solutions across everyday banking, lending, and home financing.

The role emphasizes relationship building and collaborative teamwork within branches and channels. Ideal candidates have 2–3 years of relevant experience, strong communication skills, and a track record in delivering personalized customer experiences while