Retail Relationship Banker

Retail Relationship Banker at BMO Financial Group in San Mateo, CA. Delivers exceptional service to customers and prospects, identifies needs, and provides guidance on financial solutions across everyday banking, lending, home financing, and small business offerings. Conducts needs-based assessments, engages clients to grow loyalty, and promotes digital/self-serve options while ensuring accuracy in data entry and lending recommendations in compliance with legal and regulatory requirements. Collaborates with branch teams and partners to deliver a personal customer experience, generates appointments, builds relationships within the community, and may work at multiple branches based on market needs. Requires strong communication, consultative sales abilities, and the ability to understand and respond to customer banking and credit needs; experience in a consultative, sales-driven environment and bilingual English/Spanish is preferred. Also covers risk management, regulatory compliance, and the ability to adapt to varying schedules and channels.