Relationship Banking & Financial Solutions Advisor
Job in
Berkeley, Alameda County, California, 94709, USA
Listed on 2026-07-17
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Bank Customer Service, Loan Officer / Lending
Job Description & How to Apply Below
Bank of Montreal is seeking a customer‑focused associate in Retail Banking Sales & Service in Berkeley. You will engage with customers, identify needs, and advise on everyday banking, lending, home financing, and digital options while supporting transaction activities.
Applicant should have 2–3 years of relevant experience and a related post‑secondary degree. The role emphasizes compliance, relationship building, and community engagement in a dynamic branch environment.
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