Relationship Banking Specialist

BMO Harris Bank; Modesto (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a Banking Advisor in the United States (California). The role delivers exceptional service, identifies customer needs, and provides guidance on financial solutions across banking channels.

You will work with the team to grow loyalty, complete needs assessments, and recommend tailored solutions including everyday banking and lending products. This salaried role offers growth and compliance with regulatory requirements.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree desirable.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.

Skills

Interpersonal skills

Analytical skills

Organization skills

Team collaboration

Education

Post-secondary degree

Lending qualifications

Job description

BMO Financial Group is seeking a Banking Advisor in the United States (California). The role delivers exceptional service, identifies customer needs, and provides guidance on financial solutions across banking channels.

You will work with the team to grow loyalty, complete needs assessments, and recommend tailored solutions including everyday banking and lending products. This salaried role offers growth and compliance with regulatory requirements.