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Banking & Finance Financial Services Financial Sales

Relationship Banker: Personal Banking & Lending Advisor

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: BMO
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 50100 - 82800 USD Yearly USD 50100.00 82800.00 YEAR
Job Description & How to Apply Below
A financial institution is seeking a dedicated customer service professional to engage with clients and provide tailored financial solutions. Responsibilities include conducting needs assessments, offering advice on banking options, and building relationships within the community. Ideal candidates will have 2-3 years of experience in financial services and strong interpersonal skills. The role requires an ability to thrive in a team environment and commitment to enhancing customer experiences.

Compensation ranges between $50,100 - $82,800 annually, with a salaried pay structure.
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