Retail Banking Relationship Advisor

BMO U.S.; Modesto (CA); On-site; USD 43,000 - 75,000; 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-focused banking professional in California to deliver exceptional service, assess customer needs, and provide tailored financial solutions across banking and lending products. The role emphasizes proactive engagement, relationship building, and collaboration with branch teams to meet business objectives.

The position involves advising on everyday banking, retail investments, home financing, and small business solutions, with emphasis on compliant risk

Qualifications

• 2-3 years of relevant experience and post-secondary degree in related field desirable or equivalent
• Canada only: Registration to sell investment products completed
• Lending qualifications and designations

Responsibilities

• Delivers exceptional service to BMO customers and prospects
• Identifies customer needs and provides advice on financial solutions
• Engages customers to complete needs assessments and tailor solutions
• Promotes digital self-serve options to simplify banking
• Supports customer transactions and builds relationships in the community

Skills

Customer consultation

Cross-selling

Financial products knowledge

Communication

Education

Bachelor's degree or equivalent

Tools

CRM systems

Job description

BMO Financial Group is seeking a customer-focused banking professional in California to deliver exceptional service, assess customer needs, and provide tailored financial solutions across banking and lending products. The role emphasizes proactive engagement, relationship building, and collaboration with branch teams to meet business objectives.

The position involves advising on everyday banking, retail investments, home financing, and small business solutions, with emphasis on compliant risk