Personal Banker & Trusted Financial Advisor

Talentify; Indio (CA); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group is hiring in the United States for a retail banking sales and service role. You will deliver exceptional customer service, identify needs, and guide customers to financial solutions. The position involves working with branch teams and partners to meet business goals.

The role requires 1–2 years of related experience or education, strong communication, and the ability to build rapport with customers. A consultative sales mindset is valued.

Qualifications

• 1–2 years of related experience or education is desirable.
• Canada-specific investment product registration may be required for certain jurisdictions.
• Strong interpersonal skills and ability to build rapport with customers.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify needs and advise on financial solutions suited to customers.
• Collaborate with branch and partners to achieve business objectives.

Skills

Customer service

Phone & in-person sales

Social media familiarity

Communication

Problem solving

Job description

BMO Financial Group is hiring in the United States for a retail banking sales and service role. You will deliver exceptional customer service, identify needs, and guide customers to financial solutions. The position involves working with branch teams and partners to meet business goals.

The role requires 1–2 years of related experience or education, strong communication, and the ability to build rapport with customers. A consultative sales mindset is valued.