Relationship Banking Advisor: Personal Lending & Digital Solutions

BMO Harris Bank; La Habra (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in California seeks a banking professional to deliver excellent service, assess customer needs, and guide them to suitable financial solutions. You’ll work with a team to grow relationships, promote digital options, and manage lending activities with sound risk practices.

The role emphasizes customer engagement, product knowledge across personal banking and lending, and a commitment to regulatory compliance and community presence.

Qualifications

• Typically 2–3 years of relevant experience with related education or equivalent.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs and offering advice on financial solutions.
• Takes a lead in engaging customers with needs assessments to grow loyalty and opportunities.
• Explains digital and self-serve options to make banking easy and fast.
• Performs risk and compliance steps to safeguard assets and adhere to lending policies.
• Develops new relationships and cross-sells through branch and community activities.
• Provides credit recommendations and supports home financing and small business lending.

Skills

Customer service

Needs-based selling

Financial solutions

Credit guidance

Regulatory compliance

Risk management

Interpersonal skills

Team collaboration

Communication

Education

Post-secondary degree in related field

Job description

BMO Financial Group in California seeks a banking professional to deliver excellent service, assess customer needs, and guide them to suitable financial solutions. You’ll work with a team to grow relationships, promote digital options, and manage lending activities with sound risk practices.

The role emphasizes customer engagement, product knowledge across personal banking and lending, and a commitment to regulatory compliance and community presence.