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Relationship Banker: Financial Solutions & Customer
Job in
Brea, Orange County, California, 92631, USA
Listed on 2026-08-30
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Retail Banking
Job Description & How to Apply Below
Bank of Montreal in California is seeking a Retail Banking Sales & Service professional to identify customer needs and advise on financial solutions. You will work across branch channels to deliver a personalized experience and grow loyalty while meeting lending and banking goals.
Responsibilities include conducting needs assessments, promoting digital tools, and following strict risk and compliance guidelines. A post-secondary degree and relevant experience are preferred.
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