Lobby Leader & Personal Banking Advisor

bmo; Pico Rivera (CA); On-site; USD 41,000 - 50,000; Full time

Job summary

BMO is seeking a branch-based ally in California to deliver exceptional personal banking and investment guidance. You will engage customers, understand their needs, and tailor advice across channels to improve the customer experience.

The role emphasizes collaboration with partners, adherence to risk and compliance, and a proactive approach to promoting digital banking options. 1–2 years of relevant experience is typical for this position.

Qualifications

• 1-2 years of relevant experience or certification in related field or equivalent.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Welcome and assist customers in the branch lobby, guiding them to digital and self-serve options.
• Identify customer needs and offer banking solutions and referrals.
• Support risk, compliance and operational processes to safeguard customer assets and privacy.
• Collaborate with branch team and partners to achieve business objectives and customer experience.

Skills

Interpersonal skills

Verbal communication

Written communication

Sales mindset

Team collaboration

Problem solving

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO is seeking a branch-based ally in California to deliver exceptional personal banking and investment guidance. You will engage customers, understand their needs, and tailor advice across channels to improve the customer experience.

The role emphasizes collaboration with partners, adherence to risk and compliance, and a proactive approach to promoting digital banking options. 1–2 years of relevant experience is typical for this position.