Client-Focused Banker: Advice, Growth & Impact

BMO U.S.; Garden Grove (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 is hiring for a lobby leader role in Retail Banking Sales & Service. The role focuses on welcoming customers, advising on banking channels, and guiding them to suitable products and self-serve options.

You will conduct needs-based conversations, execute transactions smoothly, and collaborate with branch teams to meet business objectives while ensuring risk and compliance standards.

Qualifications

• 1–2 years of relevant experience or related certification.
• Experience in consultative customer service or sales roles.
• Basic knowledge of banking products and services.
• Desire to deliver a personal customer experience.

Responsibilities

• Lead lobby conversations to recommend banking channels and products.
• Identify needs and provide guidance on financial solutions.
• Collaborate with branch and partners to grow customer relationships.
• Support branch operations and risk/compliance processes.

Skills

Customer service

Sales skills

Communication skills

Needs-based selling

Job description

BMO Financial Group is hiring for a lobby leader role in Retail Banking Sales & Service. The role focuses on welcoming customers, advising on banking channels, and guiding them to suitable products and self-serve options.

You will conduct needs-based conversations, execute transactions smoothly, and collaborate with branch teams to meet business objectives while ensuring risk and compliance standards.