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Personal Banking Relationship Advisor
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-30
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Retail Banking, Financial Sales
Job Description & How to Apply Below
Bank of Montreal seeks a client-focused banking professional in California to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and guide clients through needs assessments to grow loyalty and cross-sell retail products.
The role emphasizes collaboration with branch teams, using digital tools to simplify banking and ensure compliant, data-driven lending recommendations.
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