Retail Banking Relationship Advisor

BMO Harris Bank; Emeryville (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank is seeking a customer-focused banking professional in Emeryville, CA to deliver personalized financial solutions. You will engage with customers and prospects, assess their needs, and guide them through the bank’s products and services across channels.

The role emphasizes proactive engagement, loyalty growth, and collaboration with branch teams to meet business objectives while ensuring regulatory compliance and excellent service.

Qualifications

• Proactively engages existing customers and prospects with needs-based assessments.
• Identifies financial solutions to grow loyalty and opportunities.
• Guides customers through banking channels and tailored lending decisions.

Responsibilities

• Lead needs-based assessments to uncover opportunities and grow loyalty.
• Advise on financial solutions across products (everyday banking, lending, retail investments).
• Promote digital/self-serve options to simplify banking and improve experience.

Skills

Needs-based assessments

Customer service

Relationship building

Job description

BMO Harris Bank is seeking a customer-focused banking professional in Emeryville, CA to deliver personalized financial solutions. You will engage with customers and prospects, assess their needs, and guide them through the bank’s products and services across channels.

The role emphasizes proactive engagement, loyalty growth, and collaboration with branch teams to meet business objectives while ensuring regulatory compliance and excellent service.