Retail Banking Relationship Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Job summary

BMO Harris Bank is seeking a customer-focused Banking Professional in California to deliver exceptional service, assess needs, and guide clients toward tailored financial solutions across everyday banking, retail investments, lending, and home financing. The role emphasizes proactive engagement, compliance, and teamwork within a busy branch environment.

Ideal candidates have 2–3 years of relevant experience, strong communication, and a proven ability to build relationships with customers and

Qualifications

• 2-3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.
• Aptitude for listening, solving problems, and adapting to new challenges.

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 recommends tailored solutions.
• Proactively engages with customers to grow loyalty and opportunities.
• Maintains compliance with lending policies and regulatory requirements.
• Works collaboratively within the branch and across channels.

Skills

Customer service

Sales mindset

Communication skills

Interpersonal skills

Listening

Problem solving

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a customer-focused Banking Professional in California to deliver exceptional service, assess needs, and guide clients toward tailored financial solutions across everyday banking, retail investments, lending, and home financing. The role emphasizes proactive engagement, compliance, and teamwork within a busy branch environment.

Ideal candidates have 2–3 years of relevant experience, strong communication, and a proven ability to build relationships with customers and