Personal Banking Advisor & Client Experience Lead

BMO Harris Bank; Pico Rivera (CA); Vor Ort; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Harris Bank in California is seeking a customer-oriented specialist to welcome clients, discuss banking options, and guide them toward digital and personal solutions. You will collaborate with partners, identify referrals, and help achieve branch goals while delivering a high-level customer experience.

The role emphasizes consultative sales, problem solving, and a team-based approach to meet daily objectives and ensure regulatory alignment.

Qualifikationen

• Typically 1–2 years of relevant experience and/or certification in related field.
• Confident with social media, tablets, smartphones, online tools and apps.
• Some experience in a consultative customer service or sales role.
• Ability to deliver a personal customer experience in a team setting.

Aufgaben

• Welcome and guide customers in the branch lobby, offering guidance on digital and self-serve options.
• Identify customer needs and provide financial solutions and guidance in their best interests.
• Collaborate with partners to identify referrals and grow customer relationships.
• Engage customers in needs-based conversations about banking and credit card needs.
• Support branch operations and assist with various service requests and tasks.

Kenntnisse

Customer service

Consultative selling

Communication skills

Problem solving

Jobbeschreibung

BMO Harris Bank in California is seeking a customer-oriented specialist to welcome clients, discuss banking options, and guide them toward digital and personal solutions. You will collaborate with partners, identify referrals, and help achieve branch goals while delivering a high-level customer experience.

The role emphasizes consultative sales, problem solving, and a team-based approach to meet daily objectives and ensure regulatory alignment.