Retail Relationship Banker
$41,714–$69,000 year
On-site · Santa Ana, California, United States
Job Summary
Retail Relationship Banker delivers exceptional service within a BMO branch, identifying customer needs and guiding clients to tailored financial solutions across everyday banking, lending, home financing, retail investments, and small business services. The role involves needs-based assessments, proactive engagement to grow loyalty, collaboration with branch partners, driving appointments and new relationships, recommending digital/self-serve options, and ensuring compliance with lending policies and regulatory requirements. The position may operate across multiple branches based on market needs and includes a focus on building personal customer experiences, solving problems, and maintaining risk controls. Requires 2-3 years of experience with a post-secondary degree desirable, plus relevant regulatory registrations and qualifications depending on jurisdiction; salary ranges from $41,714 to $69,000 annually with potential commission structures and a comprehensive benefits package.
Required Qualifications
- 2-3 years of relevant experience
- post-secondary degree in related field desirable or equivalent experience
Additional Requirements
- Canada: Registration to sell investment products completed (as appropriate for jurisdiction)
- United States: Federal registration with NMLS and SAFÈ Act; criminal background review and credit history evaluation required; restrictions on performing real estate agent capacity
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