Personal Banking Advisor - Customer Growth

BMO; Santa Clara (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 is seeking a customer-focused Retail Banking Sales & Service professional to welcome customers, assess their needs, and guide them toward suitable digital and personal banking solutions. You will collaborate with branch teams to deliver an excellent customer experience and meet business targets.

The role emphasizes consultative sales, relationship-building, and proactive guidance on banking channels, credit products, and everyday banking plans. A service-driven mindset is essential.

Qualifications

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.

Skills

Social media usage

Interpersonal skills

Customer service experience

Sales mindset

Communication skills

Education

1–2 years experience or equivalent education

Tools

Tablets

Smartphones

Job description

BMO is seeking a customer-focused Retail Banking Sales & Service professional to welcome customers, assess their needs, and guide them toward suitable digital and personal banking solutions. You will collaborate with branch teams to deliver an excellent customer experience and meet business targets.

The role emphasizes consultative sales, relationship-building, and proactive guidance on banking channels, credit products, and everyday banking plans. A service-driven mindset is essential.