Relationship Banker: Personal Finance Advisor
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-07-08
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
The Bank of Montreal is seeking a Customer Service Representative in Santa Barbara, California. The role focuses on delivering exceptional service to clients, conducting needs assessments, and recommending financial solutions. Candidates should have 2-3 years of relevant experience, ideally in financial services, and bilingual skills in Spanish and English are preferred.
This position is an opportunity to build relationships with customers and engage in retail banking sales while contributing to the overall business objectives of BMO.
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