Relationship Banking Specialist

Koitecc Solutions; San Lorenzo (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Customer Banking Advisor in California to deliver exceptional service and tailor financial solutions to customers. You will collaborate with branch teams, perform needs assessments, and guide clients through personal banking, lending products, and digital options.

The role emphasizes risk management, compliance, and building relationships within the community, offering a stable salaried position with benefits.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree or equivalent combination.
• Knowledge of personal banking products, lending and credit processes.
• Understanding of regulatory requirements and risk controls in banking.

Responsibilities

• Engages customers to assess needs and identify financial solutions.
• Provides guidance on banking channels and digital/self-serve options.
• Drives sales by generating appointments and building relationships in the community.
• Makes credit recommendations for personal lending, including home financing.
• Ensures accurate data entry and compliance with lending policies and processes.
• Works with branch teams to deliver a consistent customer experience.
• Adheres to risk management framework and safeguarding customer assets.

Skills

Needs-based assessments

Consultative sales

Customer service

Regulatory compliance

Relationship building

Collaboration

Problem solving

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Customer Banking Advisor in California to deliver exceptional service and tailor financial solutions to customers. You will collaborate with branch teams, perform needs assessments, and guide clients through personal banking, lending products, and digital options.

The role emphasizes risk management, compliance, and building relationships within the community, offering a stable salaried position with benefits.