Bilingual Banking Associate - Customer Growth & Service

BMO U.S.; San Jose (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer‑focused lobby associate in California to deliver exceptional service, identify customer needs, and advise on banking solutions across branches and digital channels. You will welcome customers, guide them to convenient self‑serve options, refer opportunities to partners, and provide personal banking guidance with a focus on privacy and compliance.

This role may involve working at multiple branches with flexible hours, contributing to team goals and the

Qualifications

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Verbal & written communication skills - Good.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

Skills

Customer service

Consultative selling

Communication skills

Team collaboration

Problem solving

Tools

Social media apps

Job description

BMO Financial Group is seeking a customer‑focused lobby associate in California to deliver exceptional service, identify customer needs, and advise on banking solutions across branches and digital channels. You will welcome customers, guide them to convenient self‑serve options, refer opportunities to partners, and provide personal banking guidance with a focus on privacy and compliance.

This role may involve working at multiple branches with flexible hours, contributing to team goals and the