Personal Banking Advisor

BMO Harris Bank; Alhambra (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

health insurance

tuition reimbursement

accident and life insurance

retirement savings plans

performance-based incentives

discretionary bonuses

other perks and rewards

Job summary

BMO Harris Bank in California is seeking a customer-focused banker to deliver exceptional service in the branch. You will greet customers, assess needs, and guide them to appropriate banking solutions, including digital channels and self-service options.

The role emphasizes collaboration with partners, identification of cross-sell opportunities, and a commitment to risk and regulatory requirements while supporting daily branch operations. The address, 855 W.

Qualifications

• 1–2 years of relevant experience or an equivalent combination of education and experience.
• Experience in a consultative customer service or sales role.
• Familiarity with personal banking products and services.

Responsibilities

• Guides customers in branch and via channels to understand banking needs.
• Identifies referral opportunities with BMO partners.
• Promotes digital and self-serve options for faster banking.
• Conducts conversations about banking services and credit card needs.
• Supports branch operations and risk/compliance processes.
• Collaborates with team to achieve branch targets.

Skills

Consultative sales

Relationship building

Communication skills

Adaptability

Customer service

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Harris Bank in California is seeking a customer-focused banker to deliver exceptional service in the branch. You will greet customers, assess needs, and guide them to appropriate banking solutions, including digital channels and self-service options.

The role emphasizes collaboration with partners, identification of cross-sell opportunities, and a commitment to risk and regulatory requirements while supporting daily branch operations. The address, 855 W.