Bilingual Retail Banking Advisor & Relationship Builder

Bank of Montreal; 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

Bank of Montreal (BMO) in California seeks a Retail Banking Sales & Service professional to deliver exceptional service and guidance to customers and prospects. You will identify needs and recommend everyday banking, lending, and digital options, while coordinating with branch partners to meet business goals.

You will proactively engage customers, grow loyalty, and expand relationships with individuals and small businesses, all within regulatory and risk guidelines.

Qualifications

• Typically 2-3 years of relevant experience and a post-secondary degree in related field desirable.
• Knowledge of personal and small business banking needs and solutions.
• Experience in financial services is an asset.
• Able to build rapport and trust with customers.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Works with branch partners to deliver the customer experience and meet business objectives.
• Engages customers to grow loyalty and identify opportunities.

Skills

Customer service

Sales & advisory

Communication skills

Bilingual English/Spanish

Education

Post-secondary degree

Tools

Social media usage

Digital banking tools

Job description

Bank of Montreal (BMO) in California seeks a Retail Banking Sales & Service professional to deliver exceptional service and guidance to customers and prospects. You will identify needs and recommend everyday banking, lending, and digital options, while coordinating with branch partners to meet business goals.

You will proactively engage customers, grow loyalty, and expand relationships with individuals and small businesses, all within regulatory and risk guidelines.