Bilingual Banking Advisor & Customer Experience Champion

BMO Harris Bank; San Jose (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank is hiring for a branch-based role in the United States, focusing on delivering exceptional service and guiding customers to digital banking options. You will engage customers, identify needs, and collaborate with partners to expand relationships beyond personal banking.

The role emphasizes consultative service, sales-driven goals, and maintaining strong compliance while delivering a seamless customer experience across channels.

Qualifications

• 1-2 years of relevant experience in customer service or sales is typical.
• Comfort with social media, tablets, smartphones, online tools and apps is encouraged.
• Strong interpersonal and communication skills with a focus on customer experience.

Responsibilities

• Collaborates with partners to identify referral opportunities and grow customer relationships.
• Welcomes customers in the branch, guiding them to digital and self-serve options for quick banking.
• Leads conversations about banking services and channels; provides personal banking and investment guidance.
• Handles transactions with accuracy and efficiency and identifies opportunities in customer needs.
• Reviews customer profiles to address banking plans and credit card needs.
• Supports branch operations including inventory, requests, and closing procedures.
• Works as part of a collaborative branch and market team to meet branch goals.
• Balances risk and compliance with customer service objectives.

Skills

Customer service

Sales experience

Interpersonal skills

Verbal & written communication

Organizational skills

Collaboration & teamwork

Analytical thinking

Job description

BMO Harris Bank is hiring for a branch-based role in the United States, focusing on delivering exceptional service and guiding customers to digital banking options. You will engage customers, identify needs, and collaborate with partners to expand relationships beyond personal banking.

The role emphasizes consultative service, sales-driven goals, and maintaining strong compliance while delivering a seamless customer experience across channels.