Bilingual Relationship Banking Advisor

BMO U.S.; Union City (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Union City, CA is seeking a customer-focused banking professional. You will deliver advisory service, assess customer needs, and guide them to suitable banking solutions including lending and investments.

The role emphasizes collaboration across branches and channels to achieve strong customer experience and business results. Responsibilities include growing loyalty through proactive engagement, promoting digital options, and ensuring compliance with relevant regulations

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Advise customers on financial solutions including lending, investments, and everyday banking.
• Engage customers to complete assessments and tailor solutions for sales and service needs.
• Promote digital and self-serve options to make banking easy and fast.
• Collaborate with the branch and partners to deliver the desired customer experience.
• Ensure compliance with legal and regulatory lending requirements and policy procedures.
• Take initiative to grow BMO’s business by building relationships across the community.

Job description

BMO Financial Group in Union City, CA is seeking a customer-focused banking professional. You will deliver advisory service, assess customer needs, and guide them to suitable banking solutions including lending and investments.

The role emphasizes collaboration across branches and channels to achieve strong customer experience and business results. Responsibilities include growing loyalty through proactive engagement, promoting digital options, and ensuring compliance with relevant regulations