Client Banking Advisor - Personal Solutions & Referrals

Talentify; Alhambra (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in California is seeking a customer-focused Banking Services Specialist to deliver personalized financial guidance. You will welcome customers, assess needs, and guide them to suitable banking channels and solutions.

The role emphasizes a high level of service, collaboration with partners, and contributing to branch results. The position requires consultative sales aptitude, strong communication skills, and the ability to work in a team environment across multiple branches

Qualifications

• Strong verbal and written communication skills.
• Excellent interpersonal and collaborative abilities.
• Analytical and problem-solving capabilities in a customer-focused role.

Responsibilities

• Assist customers with personal banking and credit card needs.
• Identify referral opportunities to grow customer relationships.
• Provide guidance on banking channels and solutions to ensure a quick, easy experience.

Skills

Verbal communication

Written communication

Interpersonal skills

Collaboration

Teamwork

Problem solving

Organization

Self-starter

Job description

BMO Financial Group in California is seeking a customer-focused Banking Services Specialist to deliver personalized financial guidance. You will welcome customers, assess needs, and guide them to suitable banking channels and solutions.

The role emphasizes a high level of service, collaboration with partners, and contributing to branch results. The position requires consultative sales aptitude, strong communication skills, and the ability to work in a team environment across multiple branches