Bilingual Banking Relationship Advisor

BMO U.S.; Los Gatos (CA); On-site; USD 50,100 - 82,800; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in the United States for a customer-facing role focused on needs-based assessments and advising on financial solutions. The position emphasizes proactive engagement, relationship building, and collaboration across branch and market channels to deliver an exceptional customer experience.

The role requires validating customer needs, offering tailored banking and lending options, and guiding clients to digital tools to simplify banking tasks.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field desirable
• Canada only: Registration to sell investment products completed
• Appropriate lending qualifications and designations
• Experience in financial services is an asset

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifying needs and advising on financial solutions
• Proactively engages with customers and prospects to grow loyalty and uncover opportunities
• Guides customers to digital and self-serve options to simplify banking
• Acts as a collaborative team member across branch and market channels to meet business objectives

Skills

Needs-based assessments

Customer engagement

Consultative selling

Relationship building

Education

Post-secondary degree in related field

Tools

CRM systems

Job description

BMO Financial Group is hiring in the United States for a customer-facing role focused on needs-based assessments and advising on financial solutions. The position emphasizes proactive engagement, relationship building, and collaboration across branch and market channels to deliver an exceptional customer experience.

The role requires validating customer needs, offering tailored banking and lending options, and guiding clients to digital tools to simplify banking tasks.