CareerPlan

De Novo Relationship Banker

San Francisco, CA, USAFull-time$50k–$100k2026-09-17 → 2026-11-11
Based in United States

Core

Launch new BMO branch locations and drive client growth through consultative sales and relationship building.

Role type

Senior IC retail relationship banker (branch expansion)

Builds

New branch locations and tailored financial solutions for retail and small business customers

Domain

Retail banking and lending

Deliverable

product features

Required skills

consultative sales, needs-based financial assessments, lending solutions, risk management, regulatory compliance, community networking, digital banking tools

Preferred skills

entrepreneurial mindset, creative problem solving, social media proficiency, complex task handling

Responsibilities

Proactively engage customers to identify financial needs and recommend tailored solutions; support customer transactions and resolve issues; apply risk management frameworks to protect assets; make credit recommendations for personal lending; identify suspicious activity patterns; collaborate with branch teams to deliver exceptional service.

Seniority

Mid-level, hands-on IC