Client Banking Advisor & Lobby Leader

BMO U.S.; Beverly Hills (CA); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Commission potential

Job summary

BMO Financial Group is seeking a customer-focused banking professional to greet clients, understand their financial needs, and guide them toward suitable personal banking and investment options. This role emphasizes relationship-building, collaboration with partners, and delivering a seamless branch experience.

The position involves handling transactions, promoting digital channels, and maintaining compliance while contributing to branch goals and customer satisfaction.

Qualifications

• 1–2 years of relevant experience in customer service or sales, or equivalent education.
• Experience using social media, tablets, smartphones, and online tools.
• Strong communication and interpersonal skills; ability to build rapport.

Responsibilities

• Greet and guide customers entering the branch, offering advice on digital and self-serve options.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
• Conduct client conversations about banking services and preferred channels; provide personal banking and investment guidance.
• Process transactions with accuracy and efficiency; meet customer needs promptly.
• Review customer profiles; engage in needs-based conversations for banking and credit card needs.
• Support branch operations, risk and compliance practices, and general administrative tasks.

Skills

Customer service

Sales

Communication

Relationship building

Consultative selling

Problem solving

Team collaboration

Tools

CRM

Job description

BMO Financial Group is seeking a customer-focused banking professional to greet clients, understand their financial needs, and guide them toward suitable personal banking and investment options. This role emphasizes relationship-building, collaboration with partners, and delivering a seamless branch experience.

The position involves handling transactions, promoting digital channels, and maintaining compliance while contributing to branch goals and customer satisfaction.