Retail Relationship Banker

BMO Financial Group; Fresno (CA); On-site; USD 41,000 - 67,000; Full time

Job summary

Join a forward-thinking financial institution dedicated to enhancing customer experiences through exceptional service. This role involves engaging with clients to identify their financial needs, providing tailored solutions, and promoting digital banking options. With a commitment to compliance and risk management, you'll work collaboratively to contribute to the branch's success. The company values training and growth opportunities, ensuring you have the resources to thrive in your career while making a positive impact in the community.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Potential Bonuses

Qualifications

• 2-3 years of relevant experience in financial services or sales.
• Knowledge of personal and small business banking solutions.

Responsibilities

• Engage with customers to assess needs and recommend financial solutions.
• Ensure compliance with legal and regulatory policies.

Skills

Customer Service

Sales

Problem-solving

Interpersonal Skills

Bilingual (Spanish/English or Punjabi/English)

Education

Post-secondary education

Tools

Digital Tools

Social Media

Job description

Application Deadline: 05/30/2025

Address: 2110 W. Shaw Ave.

Job Family Group: Retail Banking Sales & Service

Bilingual in Spanish and English or Punjabi and English is preferred.

Deliver exceptional service to BMO customers and prospects by identifying their needs and providing advice on financial solutions that serve their best interests. Collaborate within the branch and with BMO partners to enhance customer experience and meet business goals.

Note: This U.S. position involves acting as an originator of consumer loans, requiring registration with the Nationwide Mortgage Licensing System and Registry, and compliance with relevant regulations and laws. A background check and credit review are also required.

1. Proactively engage with customers and prospects to assess needs, grow loyalty, and identify opportunities.
2. Conduct needs assessments, recommend tailored financial solutions, and promote digital banking options.
3. Support customer transactions and foster new relationships within the community.
4. Ensure compliance with legal, regulatory, and internal policies, including risk management and credit recommendations.
5. Participate as a collaborative team member, contributing to the branch's success and customer satisfaction.
6. Maintain up-to-date knowledge of products, market trends, and regulatory requirements.
7. Identify and report suspicious activities related to money laundering.

Qualifications:

• Typically 2-3 years of relevant experience; post-secondary education preferred.
• Relevant licensing and qualifications for lending and investment sales.
• Knowledge of personal and small business banking needs and solutions.
• Experience in financial services, customer service, or sales is advantageous.
• Proficiency with digital tools, social media, and online applications.
• Strong interpersonal, listening, problem-solving, and communication skills.

Salary: $41,715.00 - $67,000.00

Pay Type: Salaried, with potential bonuses and benefits. Salary varies based on location, skills, and experience. Part-time roles are pro-rated.

Additional benefits include health insurance, tuition reimbursement, and retirement plans. More info: https://jobs.bmo.com/global/en/Total-Rewards

About Us:

BMO is committed to creating positive change through our shared Purpose: Boldly Grow the Good in business and life. We value, respect, and support our team members, offering training, coaching, and growth opportunities.

Visit us at http://jobs.bmo.com/us/en

BMO is an equal opportunity employer and provides accommodations for applicants with disabilities. For accommodations, contact [e-mail].

Note: BMO does not accept unsolicited resumes unless through a formal agency agreement.