Client Banking Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Life insurance

Job summary

Bank of Montreal (BMO Financial Group) is seeking a Retail Banking Sales & Service professional in the United States. The role focuses on delivering exceptional customer service, identifying financial needs, and guiding customers toward suitable solutions through branch engagement and partner referrals.

The position emphasizes collaboration, compliance, and a personal customer experience, with a focus on growing relationships beyond everyday banking and supporting digital channel adoption.

Qualifications

• Typically 1–2 years of relevant experience in customer service or sales.
• Basic knowledge of personal banking products and credit cards.
• Aptitude for listening, problem solving, and building rapport with customers.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and advise on financial solutions.
• Collaborate with branch team and partners to grow relationships.
• Guide customers through digital and self-serve options to make banking easier.
• Ensure accurate processing of transactions and adherence to risk and compliance policies.

Skills

Customer service

Sales skills

Communication

Education

High school diploma or equivalent

Job description

Bank of Montreal (BMO Financial Group) is seeking a Retail Banking Sales & Service professional in the United States. The role focuses on delivering exceptional customer service, identifying financial needs, and guiding customers toward suitable solutions through branch engagement and partner referrals.

The position emphasizes collaboration, compliance, and a personal customer experience, with a focus on growing relationships beyond everyday banking and supporting digital channel adoption.