Bilingual Personal Banking & Investment Advisor

BMO Harris Bank; Westminster (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 Harris Bank is seeking a customer-focused banking professional in Westminster, CA to deliver exceptional service and guide customers toward the best financial solutions. The role involves in-branch guidance, digital options, and cross-channel collaboration to meet personal banking needs.

The position emphasizes consultative selling, strong interpersonal skills, and a commitment to regulatory compliance while supporting branch performance and customer experience.

Qualifications

• 1–2 years of relevant experience and/or certification in related field desirable.
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
• Experience in consultative customer service or sales roles with a focus on personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.

Responsibilities

• Delivers exceptional service and identifies customer needs for financial solutions.
• Guides customers to digital and self-serve options for easy banking.
• Discusses banking channels and provides personal banking and investment guidance.
• Meets transaction-based needs with seamless execution.
• Engages customers in needs-based conversations to address banking plans and credit card needs.
• Supports branch operations and risk/compliance processes.
• Works within a team across channels to meet branch goals.

Skills

Interpersonal skills

Communication

Customer service

Sales understanding

Banking knowledge

Tools

Social media experience

Job description

BMO Harris Bank is seeking a customer-focused banking professional in Westminster, CA to deliver exceptional service and guide customers toward the best financial solutions. The role involves in-branch guidance, digital options, and cross-channel collaboration to meet personal banking needs.

The position emphasizes consultative selling, strong interpersonal skills, and a commitment to regulatory compliance while supporting branch performance and customer experience.