Customer-Centric Retail Banker: Grow Loyalty & Loans

Koitecc Solutions; Vallejo (CA); Hybrid; USD 50,000 - 100,000; 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 in California to deliver exceptional service to customers and guidance on financial solutions. The role emphasizes needs-based assessments, proactive engagement, and collaboration across branches and channels to meet sales and service goals.

Applicants should have 2–3 years of experience in financial services, with appropriate lending qualifications. Benefits include health insurance, tuition reimbursement, and retirement plans.

Qualifications

• Typically 2–3 years of relevant experience in financial services or a related field.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business needs and solutions.

Responsibilities

• Engages with customers to identify needs and provides advice on financial solutions.
• Performs needs assessments and recommends tailored banking and lending options.
• Guides customers to digital and self-serve channels to enhance convenience.
• Supports customer transactions and builds relationships across branches and channels.
• Ensures compliance with legal, regulatory, and risk management requirements.

Skills

Customer service

Sales

Communication

Interpersonal skills

Problem solving

Team collaboration

Education

Post-secondary degree or equivalent

Job description

BMO Financial Group is hiring in California to deliver exceptional service to customers and guidance on financial solutions. The role emphasizes needs-based assessments, proactive engagement, and collaboration across branches and channels to meet sales and service goals.

Applicants should have 2–3 years of experience in financial services, with appropriate lending qualifications. Benefits include health insurance, tuition reimbursement, and retirement plans.