Bilingual Retail Banking Advisor

BMO Harris Bank; Oroville (CA); On-site; USD 43,000 - 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 professional in California to deliver exceptional service to customers and prospects. You will assess needs, advise on financial solutions, and collaborate with branch teams to meet business objectives.

The role emphasizes relating to customers through multiple channels, promoting digital options, and contributing to a positive customer experience while navigating regulatory guidelines.

Qualifications

• Typically between 2–3 years of relevant experience and post-secondary degree in related field of study desirable.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects and identifies customer needs.
• Provides advice and guidance regarding financial solutions.
• Engages customers to grow BMO's business by reaching out and building relationships.
• Applies risk management framework to protect assets and ensure compliance with policies.

Skills

Bilingual English/Spanish

Customer service

Sales orientation

Communication

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a customer-focused professional in California to deliver exceptional service to customers and prospects. You will assess needs, advise on financial solutions, and collaborate with branch teams to meet business objectives.

The role emphasizes relating to customers through multiple channels, promoting digital options, and contributing to a positive customer experience while navigating regulatory guidelines.