Retail Relationship Banker: Personal Banking & Lending Expert

BMO; Irvine (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accidental & life insurance

Job summary

BMO in Irvine, CA is seeking a branch-focused Financial Services Associate to deliver exceptional service, identify customer needs, and guide tailored financial solutions across everyday banking, lending, and small-business offerings. You will collaborate with branch teams and partners to grow loyalty, conduct needs assessments, and promote digital options.

You’ll handle transactions, advise on products, and contribute to compliant, risk-aware customer experiences while supporting community

Qualifications

• Verbal and written communication skills
• Strong interpersonal abilities with customers
• Analytical and problem-solving capabilities
• Team-based collaboration and cross-functional work

Responsibilities

• Deliver exceptional service to customers in branch and through channels
• Identify customer needs and recommend financial solutions
• Guide clients through banking, lending, investments, and small business products
• Assist with transactions and ensure accurate data entry and compliance
• Build new relationships and grow BMO’s business in the community

Skills

Communication skills

Interpersonal skills

Analytical thinking

Team collaboration

Organization

Active listening

Problem solving

Adaptability

Education

Post-secondary degree

Job description

BMO in Irvine, CA is seeking a branch-focused Financial Services Associate to deliver exceptional service, identify customer needs, and guide tailored financial solutions across everyday banking, lending, and small-business offerings. You will collaborate with branch teams and partners to grow loyalty, conduct needs assessments, and promote digital options.

You’ll handle transactions, advise on products, and contribute to compliant, risk-aware customer experiences while supporting community