Personal Banking Advisor – Branch & Solutions

BMO; Fremont (CA); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Fremont, CA is hiring for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide clients to financial solutions that fit their best interests while collaborating with branch colleagues and BMO partners.

You will engage customers, discuss banking channels, process transactions, and support branch operations, with a focus on risk compliance and a personal customer experience.

Qualifications

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

Responsibilities

• Welcomes and guides customers in the branch and via channels to provide personal banking and investment advice.
• Identifies customer needs and recommends banking products and digital/self-serve options.
• Contributes to achieving branch business results and excellent customer experience.
• Maintains compliance with risk, legal, and regulatory requirements and safeguards customer assets.

Skills

Customer service

Sales

Communication

Interpersonal skills

Team collaboration

Organizational skills

Problem solving

Job description

BMO Financial Group in Fremont, CA is hiring for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide clients to financial solutions that fit their best interests while collaborating with branch colleagues and BMO partners.

You will engage customers, discuss banking channels, process transactions, and support branch operations, with a focus on risk compliance and a personal customer experience.