Customer-Focused Retail Banking Advisor

BMO; California; On-site; USD 43,000 - 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 Retail Banking Sales & Service professional who delivers exceptional service, identifies customer needs, and provides guidance on financial solutions that fit their goals.

In this role you will engage customers to complete needs assessments, present tailored banking and lending options, and collaborate with branch partners to grow loyalty and drive business while complying with risk and regulatory requirements.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree.
• Knowledge of personal banking products, lending and credit concepts.
• Strong interpersonal skills and ability to build client relationships.

Responsibilities

• Identify customer needs and provide advice on financial solutions.
• Lead needs-based assessments to grow loyalty and opportunities.
• Collaborate across channels to deliver the customer experience.
• Ensure compliance with risk, lending policies and regulatory requirements.

Skills

Customer service

Sales skills

Financial products knowledge

Needs-based assessment

Education

Post-secondary degree in related field

Job description

BMO Financial Group in California is seeking a Retail Banking Sales & Service professional who delivers exceptional service, identifies customer needs, and provides guidance on financial solutions that fit their goals.

In this role you will engage customers to complete needs assessments, present tailored banking and lending options, and collaborate with branch partners to grow loyalty and drive business while complying with risk and regulatory requirements.