Client Banking Advisor – Personal Solutions & Growth

BMO U.S.; Alhambra (CA); Vor Ort; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Zusammenfassung

BMO Financial Group is seeking a Branch Sales & Service professional to deliver exceptional customer service and guidance on financial solutions. You will identify customer needs, collaborate with branch teams, and help customers navigate digital banking options while supporting risk and compliance requirements.

The role emphasizes consultative sales, teamwork, and a customer-first mindset, with opportunities to grow banking relationships across channels and products.

Qualifikationen

• 1–2 years of relevant experience and/or certification in related field of study desirable or equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• Ability to work in a team and collaboration.
• Strong interpersonal and communication skills.

Aufgaben

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Collaborates with branch and partners to deliver the desired customer experience and grow relationships.
• Guides customers to digital and self-serve options for easy banking.
• Conducts needs-based conversations about banking services and credit card needs.
• Supports risk and compliance processes and protects customer assets.

Kenntnisse

Customer service

Sales

Communication

Consultative selling

Teamwork

Problem solving

Attention to detail

Tools

Social media tools

Jobbeschreibung

BMO Financial Group is seeking a Branch Sales & Service professional to deliver exceptional customer service and guidance on financial solutions. You will identify customer needs, collaborate with branch teams, and help customers navigate digital banking options while supporting risk and compliance requirements.

The role emphasizes consultative sales, teamwork, and a customer-first mindset, with opportunities to grow banking relationships across channels and products.