Personal Banking Advisor

BMO U.S.; Cupertino (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in California is seeking a customer-focused banking advisor to deliver exceptional service to customers and prospects. You will identify needs and offer guidance on financial solutions, collaborating with branch teams and BMO partners to drive the customer experience and business results.

Responsibilities include welcoming customers, guiding them to digital options, advising on personal banking and credit card needs, processing transactions, and contributing to risk and

Qualifications

• 1–2 years relevant experience and/or certification in related field desirable.
• Confident using social media, tablets, smartphones, online tools and applications.
• Experience in consultative customer service or sales with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to customers and identifies needs for financial solutions.
• Welcomes customers, guides them to digital/self-serve options, and promotes easy banking.
• As lobby leader, conducts conversations about banking services and personal banking advice.
• Meets transaction-based needs with seamless execution.
• Reviews customer profiles to identify opportunities and address credit card needs.
• Supports branch operations and risk/compliance processes while collaborating with teams.

Skills

Customer service

Sales mindset

Communication skills

Team collaboration

Tools

Smartphones

Tablets

Online tools

Job description

BMO Financial Group in California is seeking a customer-focused banking advisor to deliver exceptional service to customers and prospects. You will identify needs and offer guidance on financial solutions, collaborating with branch teams and BMO partners to drive the customer experience and business results.

Responsibilities include welcoming customers, guiding them to digital options, advising on personal banking and credit card needs, processing transactions, and contributing to risk and