Personal Banking Advisor & Customer Solutions

BMO U.S.; Indio (CA); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group is seeking a customer‑focused banker to provide guidance on personal banking and investment solutions. You will welcome customers, explore needs, and steer conversations toward suitable channels and services.

The role emphasizes servicing, referrals, and risk-aware customer interactions in a dynamic branch environment, with a focus on delivering a streamlined, personal customer experience.

Qualifications

• Typical 1–2 years of relevant experience and/or certification in a related field.
• Experience with consultative customer service or sales roles is desirable.
• Basic knowledge of specialized banking and financial solutions to refer to specialists.
• Strong communication and interpersonal abilities with a focus on customer experience.

Responsibilities

• Welcome and guide customers in the branch, promoting digital and self-serve options.
• Identify referral opportunities with partners to grow customer relationships.
• Provide personal banking and investment guidance as needed.
• Handle transaction-based needs with accurate execution and follow-through.
• Assess customer profiles to identify opportunities and address everyday banking needs.
• Contribute to branch and customer experience targets.
• Support branch operations and risk/compliance processes.

Skills

Customer service

Sales

Interpersonal skills

Active listening

Problem solving

Team collaboration

Communication skills

Banking product knowledge

Adaptability

Risk awareness

Education

Related field certification

Job description

BMO Financial Group is seeking a customer‑focused banker to provide guidance on personal banking and investment solutions. You will welcome customers, explore needs, and steer conversations toward suitable channels and services.

The role emphasizes servicing, referrals, and risk-aware customer interactions in a dynamic branch environment, with a focus on delivering a streamlined, personal customer experience.