Bilingual Retail Banking Advisor: Finance Solutions

BMO Harris Bank; Larkspur (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 is seeking a customer-oriented banking professional in California who will deliver exceptional service, assess customer needs, and advise on a range of financial solutions. The role involves engaging with existing customers and prospects, identifying opportunities, and guiding clients through banking channels to improve loyalty and revenue.

A focus on compliance and accurate data entry is essential.

Qualifications

• Typically between 2-3 years of relevant experience and a post-secondary degree in related field or equivalent experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business banking needs and solutions.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice regarding financial solutions.
• Engages customers to grow BMO's business by reaching out, building new relationships, and scheduling appointments.
• Looks for opportunities to introduce tailored financial solutions and channels (everyday banking, lending, investments).
• Ensures accuracy and compliance in data entry and lending recommendations.

Skills

Relationship building

Needs-based selling

Financial solutions advisory

Customer service

Bilingual English/Spanish

Social media familiarity

Education

Post-secondary degree desirable

Tools

Online tools

Social media

Job description

BMO Financial Group is seeking a customer-oriented banking professional in California who will deliver exceptional service, assess customer needs, and advise on a range of financial solutions. The role involves engaging with existing customers and prospects, identifying opportunities, and guiding clients through banking channels to improve loyalty and revenue.

A focus on compliance and accurate data entry is essential.