Bilingual Retail Banking Relationship Advisor

BMO; Union City (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Financial Group seeks a results-driven professional in the United States (California) to deliver exceptional service, identify customer needs, and guide clients toward tailored financial solutions. You will engage customers, perform needs assessments, and work with partners to drive growth across channels.

The role emphasizes consultative selling, relationship building, and adherence to lending policies, while promoting digital options to simplify banking for clients in a dynamic branch

Qualifications

• Typically 2–3 years of relevant experience in financial services.
• Post-secondary degree in a related field is desirable.
• Experience in consultative customer service or sales is valued.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and advise on financial solutions.
• Proactively engage customers, grow loyalty, and build relationships.
• Manage lending and credit discussions in line with policy and regulations.
• Promote digital and self-serve options to make banking easy and fast.

Skills

Customer needs assessment

Sales and advisory

Communication

Digital banking guidance

Education

Post-secondary degree in related field

Tools

Social media tools

Tablets/Smartphones/apps

Job description

BMO Financial Group seeks a results-driven professional in the United States (California) to deliver exceptional service, identify customer needs, and guide clients toward tailored financial solutions. You will engage customers, perform needs assessments, and work with partners to drive growth across channels.

The role emphasizes consultative selling, relationship building, and adherence to lending policies, while promoting digital options to simplify banking for clients in a dynamic branch