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Banking & Finance

Retail Relationship Banker: Personal Banking & Lending

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: BMO U.S.
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Banking & Finance
Job Description & How to Apply Below
A financial services provider in San Jose, CA, seeks a customer-focused financial services representative to engage clients and provide tailored banking solutions. The role requires 2-3 years of experience in financial services, strong interpersonal skills, and a commitment to fostering customer relationships. Responsibilities include conducting needs assessments, making credit recommendations, and maintaining compliance with regulations. Offers competitive salary and a comprehensive benefits package.
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