Personal Banking Advisor

BMO Harris Bank; Fremont (CA); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Fremont, CA is seeking a Retail Banking Sales & Service associate who delivers exceptional service, identifies customer needs, and guides them to suitable financial solutions.

You will collaborate with branch partners, welcome customers, promote digital channels, discuss personal banking and credit card options, and help meet branch goals while maintaining risk and regulatory compliance.

Qualifications

• 1–2 years of relevant experience or equivalent education in related field.
• Confident in using social media, tablets, smartphones, and online tools.
• Strong customer service orientation with a consultative sales approach.
• Ability to collaborate with branch teams and fulfill referrals to grow customer relationships.

Responsibilities

• Welcomes customers and explains digital and self-serve options to simplify banking.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with branch partners to grow customer relationships beyond personal banking.
• Executes transactions and supports branch operations while maintaining accuracy.

Skills

Customer service

Sales mindset

Communication

Problem solving

Teamwork

Active listening

Financial knowledge

Education

High school diploma or equivalent

Tools

Social media apps

Tablets

Smartphones

Online tools

Job description

BMO Harris Bank in Fremont, CA is seeking a Retail Banking Sales & Service associate who delivers exceptional service, identifies customer needs, and guides them to suitable financial solutions.

You will collaborate with branch partners, welcome customers, promote digital channels, discuss personal banking and credit card options, and help meet branch goals while maintaining risk and regulatory compliance.