Personal Banking Advisor & Customer Solutions

BMO; San Leandro (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 in the United States, California, San Leandro, is seeking a Branch Associate to deliver exceptional service and guidance on financial solutions. You will welcome customers, identify needs, and collaborate with partners to grow relationships across personal banking and investment services.

The role emphasizes a needs-based conversation, advising on digital options, and contributing to branch business results while maintaining strong risk and compliance practices.

Qualifications

• Typically 1–2 years of relevant sales or service experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Strong interpersonal and communication abilities.
• Ability to deliver a personal customer experience.
• Basic knowledge of sales and business banking solutions.

Responsibilities

• Greet customers as they enter the branch lobby and guide them to banking options.
• Identify customer needs and provide advice on financial solutions.
• Collaborate with branch partners to deliver customer experience and referrals.
• Promote digital and self-serve channels to simplify banking for customers.
• Conduct client conversations about banking services and credit card needs.
• Support operational activities and ensure risk/compliance processes are followed.

Skills

Customer service

Consultative sales

Interpersonal skills

Communication skills

Problem solving

Collaboration

Organization skills

Digital banking guidance

Job description

BMO in the United States, California, San Leandro, is seeking a Branch Associate to deliver exceptional service and guidance on financial solutions. You will welcome customers, identify needs, and collaborate with partners to grow relationships across personal banking and investment services.

The role emphasizes a needs-based conversation, advising on digital options, and contributing to branch business results while maintaining strong risk and compliance practices.