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Relationship Banking Advisor - Tailored Financial Solutions

Job in Fremont, Alameda County, California, 94537, USA
Listing for: Bank of Montreal
Full Time position
Listed on 2026-07-18
Job specializations:
  • Finance & Banking
    Banking & Finance, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 45900 - 75900 USD Yearly USD 45900.00 75900.00 YEAR
Job Description & How to Apply Below

Bank of Montreal in Fremont is seeking a Customer Service & Financial Solutions Associate to deliver exceptional service, assess customer needs, and guide them toward suitable banking solutions across everyday banking, lending, and investments.

The role collaborates with branch partners, promotes digital self-serve options, and builds relationships through outreach while ensuring accurate data entry and adherence to regulatory guidelines.

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