Personal Banking Advisor

BMO Financial Group; San Leandro (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group is seeking a customer-driven banking professional to guide customers in-branch, discuss financial solutions, and promote digital channels. You will engage with customers to identify needs and deliver tailored advice across personal banking and basic investment services.

The role emphasizes a high level of service quality, collaboration with branch teams, and proactive engagement to improve the overall customer experience. Strong interpersonal skills are essential.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.

Responsibilities

• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice on digital and self-serve options.
• As a lobby leader, assists in client conversations about banking services to recommend channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in needs-based conversations to identify opportunities.

Skills

Social media

Consultative sales

Customer service

Communication skills

Organization skills

Collaboration & team skills

Analytical & problem solving

Tools

Online tools

Job description

BMO Financial Group is seeking a customer-driven banking professional to guide customers in-branch, discuss financial solutions, and promote digital channels. You will engage with customers to identify needs and deliver tailored advice across personal banking and basic investment services.

The role emphasizes a high level of service quality, collaboration with branch teams, and proactive engagement to improve the overall customer experience. Strong interpersonal skills are essential.