Personal Banking Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Vallejo, California seeks a customer-service and sales-focused banking professional to deliver outstanding service, identify client needs, and guide customers to the right financial solutions across branch and digital channels.

You will work with teammates to grow relationships, advise on personal banking and credit card needs, and ensure compliance while supporting smooth branch operations.

Qualifications

• Typically 1-2 years of relevant experience and/or certification in related field.
• Experience in consultative customer service or sales roles preferred.
• Strong verbal and written communication.
• Basic knowledge of banking products and services to refer to specialists.
• Ability to collaborate with team and adapt to schedule changes.
• Proactive, customer-first mindset.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with partners to grow relationships beyond personal banking.
• Welcomes customers and promotes digital/self-serve options.
• Advises on personal banking and credit card needs.
• Ensures accurate handling of transactions and compliance.

Skills

Customer service

Sales mindset

Interpersonal skills

Communication skills

Problem solving

Team collaboration

Adaptability

Job description

BMO Harris Bank in Vallejo, California seeks a customer-service and sales-focused banking professional to deliver outstanding service, identify client needs, and guide customers to the right financial solutions across branch and digital channels.

You will work with teammates to grow relationships, advise on personal banking and credit card needs, and ensure compliance while supporting smooth branch operations.