Bilingual Personal Banking Advisor

Talentify

Castro Valley (CA)

On-site

USD 45,000 - 75,000

Full time

7 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Castro Valley, CA seeks a customer-focused professional to deliver exceptional banking service and guidance on digital channels. You will identify referral opportunities, provide personal banking advice, and collaborate with partners to enhance the customer experience while meeting branch goals.

The role emphasizes risk awareness, regulatory compliance, and ongoing learning about banking products and trends to support customers effectively.

Qualifications

1–2 years of relevant experience and/or certification in related field of study desirable.
Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.

Responsibilities

Welcomes and guides customers in the branch, advising on digital and self-serve options.
Identifies referral opportunities to grow customer relationships with BMO.
Provides personal banking and investment advice in conversations with customers.
Meets customer transaction needs with seamless execution.
Collaborates with partners to deliver the desired customer experience and business results.
Supports risk and compliance processes and protects customer assets.