Relationship Banker & Lending Advisor
Job in
Sunnyvale, Santa Clara County, California, 94087, USA
Listed on 2026-08-17
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Sales, Loan Officer / Lending, Bank Customer Service, Retail Banking
Job Description & How to Apply Below
Bank of Montreal in Sunnyvale, CA, seeks a customer‑centric banking professional to deliver exceptional service to clients and prospects. You will identify needs, propose tailored financial solutions, and work with branch partners to deliver a superior customer experience while maintaining compliance with lending policies.
The role emphasizes proactive outreach, needs assessments, and collaboration across channels to grow loyalty and drive opportunities in everyday banking, lending, and small
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