Personal Banking Advisor & Client Growth Partner

BMO U.S.; San Leandro (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in the United States is seeking a customer-focused lobby professional who delivers exceptional service, identifies needs, and offers guidance on personal banking and investment solutions. You will welcome customers, collaborate with branch partners, and lead conversations to expand relationships while guiding digital self-serve options and ensuring compliance and risk controls.

The role offers a salary range of $45,000 to $75,000 plus benefits, health insurance, tuition

Qualifications

• 1–2 years of relevant experience or education in banking or sales.
• Confident in using social media, tablets, and online tools.
• Strong consultative selling and personal client service mindset.
• Ability to work in a team and in a multi-branch environment.
• Excellent verbal and written communication skills.

Responsibilities

• Welcome customers in the branch lobby and introduce digital options.
• Identify needs and refer to appropriate banking and investment solutions.
• Perform transaction-based customer service with accurate processing.
• Collaborate with partners to grow customer relationships.
• Ensure compliance with risk, privacy, and regulatory requirements.

Skills

Customer service

Sales & referrals

Relationship building

Communication skills

Problem solving

Job description

BMO Financial Group in the United States is seeking a customer-focused lobby professional who delivers exceptional service, identifies needs, and offers guidance on personal banking and investment solutions. You will welcome customers, collaborate with branch partners, and lead conversations to expand relationships while guiding digital self-serve options and ensuring compliance and risk controls.

The role offers a salary range of $45,000 to $75,000 plus benefits, health insurance, tuition