Bilingual Relationship Banker: Personal Banking Growth

BMO Harris Bank; Oakland (CA); On-site; USD 30,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank is seeking a customer-focused banking professional in Oakland to deliver tailored financial solutions and exceptional service. You will identify customer needs, promote digital channels, and collaborate with partners to meet branch and market goals.

The role emphasizes a consultative sales approach within a regulatory environment, with opportunities to grow customer relationships across channels and products.

Qualifications

• 2-3 years of relevant experience (or equivalent) in retail banking
• Understanding of personal banking products and services
• Strong communication and interpersonal skills

Responsibilities

• Engage with customers to assess needs and propose financial solutions.
• Guide customers through everyday banking, lending, and small business options.
• Promote digital and self-serve options to simplify banking for clients.
• Maintain accuracy in data entry and lending workflows while adhering to compliance policies.

Skills

Bilingual English/Spanish

Customer service

Sales

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a customer-focused banking professional in Oakland to deliver tailored financial solutions and exceptional service. You will identify customer needs, promote digital channels, and collaborate with partners to meet branch and market goals.

The role emphasizes a consultative sales approach within a regulatory environment, with opportunities to grow customer relationships across channels and products.