Personal Banking Advisor

BMO; San Lorenzo (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 Financial Group is seeking a Retail Banking Sales & Service professional in California to deliver exceptional customer service, identify needs, and guide customers toward banking solutions that fit their goals. You will work with branch teammates and partners to optimize the customer experience and branch performance.

Responsibilities include needs-based conversations, cross-selling opportunities, and supporting branch operations while maintaining compliance and risk controls.

Qualifications

• 1–2 years of relevant experience and/or education in a related field.
• Confident with social media, tablets, smartphones, and online tools/applications.
• Some experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• Results-focused with ability to thrive in a consultative, team-based environment.
• Self-starter with courage to approach customers.
• Willingness to collaborate across teams.
• Strong interpersonal and rapport-building skills.
• Aptitude for listening, problem solving, and flexible thinking.
• Good verbal and written communication; organized and collaborative.

Responsibilities

• Welcome and guide customers in the branch lobby and promote digital/self-serve options.
• Identify customer needs and refer to appropriate banking channels or specialists.
• Engage customers in needs-based conversations about personal banking and credit cards.
• Meet transaction-based needs with accurate, seamless execution.
• Assist in branch operations, including inventory and administration.

Skills

Customer service

Sales mindset

Consultative selling

Interpersonal skills

Communication (verbal)

Communication (written)

Problem solving

Team collaboration

Organization

Attention to detail

Tech literacy

Tools

Social media tools

Job description

BMO Financial Group is seeking a Retail Banking Sales & Service professional in California to deliver exceptional customer service, identify needs, and guide customers toward banking solutions that fit their goals. You will work with branch teammates and partners to optimize the customer experience and branch performance.

Responsibilities include needs-based conversations, cross-selling opportunities, and supporting branch operations while maintaining compliance and risk controls.