Bilingual Retail Banking Relationship Advisor

BMO Harris Bank; San Jose (CA); On-site; USD 50,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in California seeks a customer-focused banking professional to deliver exceptional service and advise customers on financial solutions across retail channels. You will identify needs, offer tailored products, promote digital options, and collaborate with branch teams to drive growth while maintaining risk and regulatory compliance.

You will engage with customers, complete assessments, and build lasting relationships to support community banking goals and overall customer

Qualifications

• Typically between 2 - 3 years of relevant experience and a post-secondary degree in a related field.
• Post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Experience in financial services is an asset.

Responsibilities

• Engages customers to assess needs and provide tailored financial solutions.
• Delivers guidance on everyday banking, lending, and investment options.
• Promotes digital and self-serve options to simplify banking.
• Builds new relationships and reaches out to grow the customer base.
• Ensures compliance with legal, regulatory and lending policies.

Skills

Customer service

Sales driven

Communication skills

Bilingual English/Chinese or Spanish

Team collaboration

Education

Post-secondary degree in related field desirable

Job description

BMO Harris Bank in California seeks a customer-focused banking professional to deliver exceptional service and advise customers on financial solutions across retail channels. You will identify needs, offer tailored products, promote digital options, and collaborate with branch teams to drive growth while maintaining risk and regulatory compliance.

You will engage with customers, complete assessments, and build lasting relationships to support community banking goals and overall customer