Branch Concierge & Personal Banking Advisor

BMO Harris Bank; Indio (CA); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank in California is seeking a Lobby Leader to welcome customers, guide them to digital options, and make banking easy and fast. You will collaborate with partners to identify referrals and provide advice on personal banking and investment services.

The role supports branch operations, follows risk and regulatory policies, and aims to deliver outstanding customer experiences while building relationships across channels.

Qualifications

• Typically between 1-2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.

Skills

Social media familiarity

Consultative sales experience

Customer service excellence

Interpersonal skills

Communication skills

Tools

Tablets

Smartphones

Job description

BMO Harris Bank in California is seeking a Lobby Leader to welcome customers, guide them to digital options, and make banking easy and fast. You will collaborate with partners to identify referrals and provide advice on personal banking and investment services.

The role supports branch operations, follows risk and regulatory policies, and aims to deliver outstanding customer experiences while building relationships across channels.