Personal Banking Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement plans

Job summary

BMO Harris Bank is seeking a branch-based professional to deliver exceptional customer service and guidance across retail banking products. You will identify needs, guide customers through banking options, and coordinate with partners to expand relationships while maintaining strong compliance and accuracy.

The role emphasizes personal banking advisory, paperless and digital channel guidance, and contributing to branch performance and customer experience in a dynamic team environment.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field of study desirable.

Responsibilities

• Guides customers in-branch and via channels to meet banking needs.
• Identifies referral opportunities to grow customer relationships.
• Advise on personal banking and investment options when appropriate.
• Ensure accurate handling of customer transactions and records.
• Collaborate with branch team to meet business targets and customer experience goals.
• Follow risk and compliance processes to safeguard customers' assets.

Skills

Customer service

Sales

Communication

Banking knowledge

Job description

BMO Harris Bank is seeking a branch-based professional to deliver exceptional customer service and guidance across retail banking products. You will identify needs, guide customers through banking options, and coordinate with partners to expand relationships while maintaining strong compliance and accuracy.

The role emphasizes personal banking advisory, paperless and digital channel guidance, and contributing to branch performance and customer experience in a dynamic team environment.