Bilingual Banking Relationship Advisor

BMO; Oroville (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO is seeking a customer-focused banking professional in California to deliver exceptional service and proactive needs-based consultations. You will identify customer needs and advise on financial solutions across everyday banking, lending, and investments, while engaging with branch teams to meet business goals.

The role requires 2–3 years of relevant experience, a post-secondary degree, and strong communication in English; bilingual with Spanish preferred.

Qualifications

• 2-3 years of relevant experience and post-secondary degree in related field desirable.
• Knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and promotes tailored banking solutions.
• Works collaboratively within the branch and with partners to deliver excellent customer experience.

Skills

Bilingual

Customer service

Sales

Financial solutions

Education

Post-secondary degree

Job description

BMO is seeking a customer-focused banking professional in California to deliver exceptional service and proactive needs-based consultations. You will identify customer needs and advise on financial solutions across everyday banking, lending, and investments, while engaging with branch teams to meet business goals.

The role requires 2–3 years of relevant experience, a post-secondary degree, and strong communication in English; bilingual with Spanish preferred.