Client-Focused Banking Advisor

BMO; Brea (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group is seeking a CUSTOMER-FACING Banker in the United States, California, to deliver exceptional service and advise customers on financial solutions. The role collaborates with branch teams and partners to meet business objectives and enhance the customer experience.

The position emphasizes needs-based assessments, cross-analysis of banking products, and promoting digital channels. A focus on compliance and risk-aware servicing is required.

Qualifications

• Verbal & written communication skills - Good.
• Organization skills - Good.
• Analytical and problem solving skills - Good.
• Collaboration & team skills - Good.
• Readiness to collaborate and work in different capacities as part of a team.

Responsibilities

• Leads engagement with customers to assess needs and grow loyalty.
• Recommends tailored financial solutions addressing sales and service needs.
• Guides clients to digital/self-serve options to simplify banking.
• Processes lending applications in line with policies and compliance.

Skills

Verbal communication

Written communication

Organization skills

Analytical skills

Interpersonal skills

Customer rapport

Education

Post-secondary degree

Tools

Smartphones

Tablets

Online tools

Job description

BMO Financial Group is seeking a CUSTOMER-FACING Banker in the United States, California, to deliver exceptional service and advise customers on financial solutions. The role collaborates with branch teams and partners to meet business objectives and enhance the customer experience.

The position emphasizes needs-based assessments, cross-analysis of banking products, and promoting digital channels. A focus on compliance and risk-aware servicing is required.