Retail Relationship Banker

Bank of Montreal; Vacaville (CA); On-site; USD 41,000 - 67,000; Full time

Job summary

A leading financial institution is seeking a Retail Relationship Banker in Vacaville, CA. This role involves delivering exceptional service to customers, assessing their financial needs, and providing tailored solutions. The ideal candidate will have experience in retail banking, strong communication skills, and the ability to build lasting relationships. Join a collaborative team that values diversity and continuous development while enjoying competitive benefits and incentives.

Benefits

Performance incentives

Bonuses

Health insurance

Tuition reimbursement

Retirement plans

Qualifications

• Typically 2-3 years of relevant experience.
• Relevant licensing and qualifications for lending and investment sales.

Responsibilities

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

Skills

Customer Service

Communication

Problem Solving

Education

Post-secondary degree

Job description

Retail Relationship Banker page is loaded

Retail Relationship Banker

Apply locations Vacaville, CA, USA | Full time | Posted 2 Days Ago | Job Requisition ID: R250012491

Application Deadline: 06/01/2025

Address: 330 Davis St.

Job Family Group: Retail Banking Sales & Service

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

Note: This position may involve acting as an originator of consumer loans, requiring registration with the Nationwide Mortgage Licensing System and Registry, and compliance with relevant regulations and background checks.

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 build new relationships within the community.
4. Ensure compliance with legal, regulatory, and risk management policies in all lending and service activities.
5. Make credit recommendations aligned with sound principles and bank policies.
6. Participate as a collaborative team member, contributing to branch and market success.
7. Stay informed about market trends, products, and regulations, and report suspicious activities.

Qualifications:

• Typically 2-3 years of relevant experience; post-secondary degree preferred or equivalent experience.
• Relevant licensing and qualifications for lending and investment sales.
• Knowledge of retail banking products, customer needs, and financial services.
• Experience in customer service or sales, with a focus on personalized service.
• Strong interpersonal, communication, organization, and problem-solving skills.

Salary: $41,715.00 - $67,000.00 | Pay Type: Salaried

Additional benefits include performance incentives, bonuses, health insurance, tuition reimbursement, and retirement plans. For more details, visit Total Rewards.

About Us: At BMO, we are driven by a purpose to create positive change, support growth, and foster a collaborative environment. We value diversity, inclusion, and continuous development. Learn more at our careers page.

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