Relationship Banking & Lending Advisor

BMO; Indio (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

At BMO Financial Group, a branch-focused role delivers exceptional service by understanding customer needs and guiding them to financial solutions across banking, lending, and investments. You will engage with customers in person and through channels to grow relationships and ensure a high-quality experience.

As part of the Retail Banking Sales & Service team, you’ll collaborate with colleagues to meet business objectives, advise on credit and self-serve options, and uphold regulatory standards.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree or equivalent.
• A lending/financial services background is beneficial.
• Strong interpersonal and communication skills are essential.
• Comfort with social media, tablets, smartphones, and online tools.

Responsibilities

• Engages customers to assess needs and grow loyalty through tailored financial solutions.
• Identifies opportunities for everyday banking, lending, investments, and business services.
• Guides customers to digital and self-serve options to simplify banking.
• Maintains accurate data entry and supports compliance with policies.

Skills

Interpersonal skills

Verbal & written communication

Analytical and problem solving

Organization skills

Collaboration & teamwork

Active listening

Education

Post-secondary degree in related field

Tools

Social media

Tablets & smartphones

Online tools & applications

Job description

At BMO Financial Group, a branch-focused role delivers exceptional service by understanding customer needs and guiding them to financial solutions across banking, lending, and investments. You will engage with customers in person and through channels to grow relationships and ensure a high-quality experience.

As part of the Retail Banking Sales & Service team, you’ll collaborate with colleagues to meet business objectives, advise on credit and self-serve options, and uphold regulatory standards.