Personal Banking Advisor — Elevate Customer Experience

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Rare life/accident insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a branch-based service professional in California to deliver exceptional customer service, identify needs, and guide customers toward suitable financial solutions.

You will engage customers at the lobby, promote digital channels, and collaborate with partners to drive cross-sell opportunities. The role emphasizes risk-compliant, accurate processing of customer interactions and applications, with a flexible schedule across branch operations.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study desirable.

Responsibilities

• Welcome and guide customers in the branch, offering advice on digital and self-serve options.
• Identify customer needs and provide guidance on financial solutions.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
• Maintain accurate customer information and complete applications while following risk and compliance policies.

Skills

Customer service

Sales ability

Communication skills

Attention to detail

Job description

BMO U.S. is seeking a branch-based service professional in California to deliver exceptional customer service, identify needs, and guide customers toward suitable financial solutions.

You will engage customers at the lobby, promote digital channels, and collaborate with partners to drive cross-sell opportunities. The role emphasizes risk-compliant, accurate processing of customer interactions and applications, with a flexible schedule across branch operations.