Strategic Relationship Banker for Personal Banking

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring for a Retail Banking Sales & Service role in the United States. You will deliver exceptional service, identify customer needs and provide advice on financial solutions aligned with customers’ best interests.

You will lead needs-based assessments, engage with customers to grow loyalty, present tailored lending and everyday banking options, and navigate regulatory requirements while driving a positive customer experience.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable.
• Working knowledge of personal banking products and lending solutions.
• Ability to deliver a consultative, needs-based customer experience.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides tailored financial solutions.
• Engages customers to grow business and build relationships.
• Applies risk management and ensures compliance with policies.
• Makes credit recommendations for personal lending and home financing.

Skills

Customer service

Sales

Communication

Financial advisory

Education

Post-secondary degree in related field

Job description

BMO Financial Group is hiring for a Retail Banking Sales & Service role in the United States. You will deliver exceptional service, identify customer needs and provide advice on financial solutions aligned with customers’ best interests.

You will lead needs-based assessments, engage with customers to grow loyalty, present tailored lending and everyday banking options, and navigate regulatory requirements while driving a positive customer experience.