Personal Banking Advisor: Build Relationships & Solutions

BMO; San Diego (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 in San Diego, CA is seeking a customer-focused banking professional to deliver exceptional service and guidance on financial solutions. You will engage customers at the lobby, promote digital and self-serve options, and work with partners to enhance the customer experience.

The role emphasizes needs-based conversations, identifying opportunities, and meeting transaction-based needs within a collaborative team environment.

Qualifications

• Typically between 1–2 years of relevant experience and/or education in related field.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.

Responsibilities

• Greet customers as they enter the branch lobby and offer guidance on digital/self-serve options.
• Identify referral opportunities with BMO partners to grow customer relationships beyond personal banking.
• Conduct client conversations about banking services to recommend channels and personal banking/investment advice.
• Meet transaction-based needs with seamless execution.
• Analyze customer profiles to identify opportunities and address banking needs.

Skills

Customer service

Sales mindset

Social media proficiency

Digital tools

Communication skills

Needs-based selling

Team collaboration

Tools

Online tools

Job description

BMO Financial Group in San Diego, CA is seeking a customer-focused banking professional to deliver exceptional service and guidance on financial solutions. You will engage customers at the lobby, promote digital and self-serve options, and work with partners to enhance the customer experience.

The role emphasizes needs-based conversations, identifying opportunities, and meeting transaction-based needs within a collaborative team environment.