Bilingual Banking Advisor - Personal & Investment Guidance

BMO Harris Bank; Petaluma (CA); Sur place; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Retirement savings

Career development

Résumé du poste

BMO Harris Bank in Petaluma, CA is seeking a customer-focused branch team member who delivers exceptional service and guides customers through banking options. You will engage with customers, identify financial needs, and recommend solutions across personal banking and digital channels.

As a lobby leader, you welcome clients, conduct needs-based conversations about credit cards and accounts, and collaborate with partners to grow relationships while ensuring accurate, compliant service.

Qualifications

• Typically 1–2 years of relevant experience.
• Experience with consultative sales and personal banking a plus.
• Proficient with digital banking tools and apps.
• Bilingual in English and Spanish preferred.

Responsabilités

• Greet customers in the branch lobby and guide them to digital banking options.
• Identify referral opportunities with partners to grow customer relationships.
• Advise on personal banking and credit card needs.
• Process transactions and ensure accuracy and efficiency.
• Maintain risk and regulatory compliance in daily activities.
• Collaborate with branch team to meet business goals.

Connaissances

Bilingual English/Spanish

Customer service

Sales oriented

Communication skills

Team collaboration

Description du poste

BMO Harris Bank in Petaluma, CA is seeking a customer-focused branch team member who delivers exceptional service and guides customers through banking options. You will engage with customers, identify financial needs, and recommend solutions across personal banking and digital channels.

As a lobby leader, you welcome clients, conduct needs-based conversations about credit cards and accounts, and collaborate with partners to grow relationships while ensuring accurate, compliant service.