Personal Banking Advisor

BMO Harris Bank; San Leandro (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

Job summary

BMO Harris Bank in California is seeking a customer-focused banking professional to deliver exceptional service and guidance on financial solutions. You will engage customers, guide them through digital options, and collaborate with partners to expand relationships across banking and investment channels.

The role emphasizes needs-based conversations, transaction accuracy, and teamwork in a dynamic branch environment, with flexibility to cover multiple locations and shifts while upholding risk

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, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer's experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall customer experience.
• Contributes to business results and the overall experience delivered.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Interpersonal skills

Job description

BMO Harris Bank in California is seeking a customer-focused banking professional to deliver exceptional service and guidance on financial solutions. You will engage customers, guide them through digital options, and collaborate with partners to expand relationships across banking and investment channels.

The role emphasizes needs-based conversations, transaction accuracy, and teamwork in a dynamic branch environment, with flexibility to cover multiple locations and shifts while upholding risk