Bilingual Retail Banking Relationship Advisor

Koitecc Solutions; Manhattan Beach (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plan

Job summary

BMO Financial Group is recruiting for a Retail Banking Sales & Service role in Manhattan Beach, CA. The position emphasizes personalized customer interactions, assessing needs, and offering tailored financial solutions across banking channels.

The successful candidate will engage customers, advance loyalty, and collaborate with branch teams to meet service and sales goals, while ensuring regulatory compliance and accurate data handling.

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Post-secondary degree in related field desirable or equivalent.
• Excellent verbal and written communication skills.
• Ability to understand customer needs and provide appropriate banking solutions.
• Experience in a consultative sales role is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Grows BMO's business by building new relationships within the community.
• Ensures compliance with legal, regulatory, and lending policies.

Skills

Needs-based sales

Customer service

Cross-sell banking

Financial guidance

Communication skills

Education

Post-secondary degree

Tools

Social media tools

Job description

BMO Financial Group is recruiting for a Retail Banking Sales & Service role in Manhattan Beach, CA. The position emphasizes personalized customer interactions, assessing needs, and offering tailored financial solutions across banking channels.

The successful candidate will engage customers, advance loyalty, and collaborate with branch teams to meet service and sales goals, while ensuring regulatory compliance and accurate data handling.