Bilingual Retail Banking Advisor

BMO; Larkspur (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement plans

Job summary

BMO Financial Group in California seeks a Customer Service and Sales professional to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions across everyday banking, lending, and investments.

The role emphasizes proactive outreach, appointments, and building community relationships while ensuring compliance, risk controls, and accurate data entry in a fast-paced branch environment.

Qualifications

• Typically between 2–3 years of relevant experience and a post-secondary degree in related field desirable or equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.

Responsibilities

• Delivers exceptional service to BMO customers and prospects and identifies customer needs to provide financial guidance.
• Engages customers to complete needs assessments and recommends tailored financial solutions (everyday banking, lending, investments, home financing).
• Offers guidance on digital/self-serve options to make banking easy and fast.
• Builds relationships by generating appointments and collaborating across channels to grow BMO’s business.

Skills

Customer service

Sales ability

Interpersonal skills

Communication

Problem solving

Education

Post-secondary degree in related field

Tools

Social media tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in California seeks a Customer Service and Sales professional to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions across everyday banking, lending, and investments.

The role emphasizes proactive outreach, appointments, and building community relationships while ensuring compliance, risk controls, and accurate data entry in a fast-paced branch environment.