Retail Banking Relationship Advisor

BMO Bank N.A.; San Francisco (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in San Francisco, CA, to deliver exceptional service, assess customer needs, and guide clients through financial solutions across personal banking, lending, and digital options. The role emphasizes proactive engagement, trust-building, and collaboration with branch teams and partners to grow the bank’s business while upholding regulatory standards.

Ideal candidates bring 2–3 years of relevant experience and a post-secondary degree, with a focus on delivering

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Working knowledge of personal and small business customer needs and solutions.

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs with guidance and providing advice.
• Takes a lead in proactively engaging customers to grow loyalty and opportunities.
• Ensures compliance with regulatory requirements and lending policies in all recommendations.

Skills

Needs-based selling

Customer relationship building

Strong communication

Education

Post-secondary degree in related field

Job description

BMO Financial Group is hiring in San Francisco, CA, to deliver exceptional service, assess customer needs, and guide clients through financial solutions across personal banking, lending, and digital options. The role emphasizes proactive engagement, trust-building, and collaboration with branch teams and partners to grow the bank’s business while upholding regulatory standards.

Ideal candidates bring 2–3 years of relevant experience and a post-secondary degree, with a focus on delivering