Bilingual Associate Banker: Personal Banking & Advisory

BMO; Petaluma (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO U.S. is seeking a branch associate to deliver exceptional personal banking service and guidance in a customer‑facing role. You will welcome customers, discuss banking needs, and direct them to the right channels for digital and self-serve options.

The role emphasizes needs-based conversations, cross‑selling opportunities, and teamwork with BMO partners to enhance the overall customer experience and branch performance.

Qualifications

• Typically 1–2 years of relevant experience or equivalent certification.
• Bilingual in English and Spanish preferred.
• Strong customer service or sales orientation with a focus on personal banking.

Responsibilities

• Welcome and guide customers entering the branch lobby and explain digital and self-serve options.
• Identify customer needs and advise on financial solutions aligned with best interests.
• Collaborate with branch and partners to grow relationships and referrals.

Skills

Customer service

Sales

Communication

Bilingual EN/ES

Tools

CRM software

Job description

BMO U.S. is seeking a branch associate to deliver exceptional personal banking service and guidance in a customer‑facing role. You will welcome customers, discuss banking needs, and direct them to the right channels for digital and self-serve options.

The role emphasizes needs-based conversations, cross‑selling opportunities, and teamwork with BMO partners to enhance the overall customer experience and branch performance.