Retail Banking Relationship Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a customer-focused banking professional in Vallejo, CA to deliver exceptional service, identify customer needs, and guide them to suitable financial solutions. The role involves proactive engagement, needs assessments, and promoting both in-branch and digital options.

The position requires 2–3 years of experience, a related post-secondary degree, and adherence to regulatory and lending policies.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• U.S. Only: This position may require Federal registration and background checks as part of the hiring and lending compliance procedures.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifies needs and provides guidance on financial solutions.
• Engages with customers to complete needs assessments and promote tailored banking options and digital channels.
• Maintains knowledge of personal banking products and lending policies to ensure compliant recommendations.

Job description

BMO is seeking a customer-focused banking professional in Vallejo, CA to deliver exceptional service, identify customer needs, and guide them to suitable financial solutions. The role involves proactive engagement, needs assessments, and promoting both in-branch and digital options.

The position requires 2–3 years of experience, a related post-secondary degree, and adherence to regulatory and lending policies.