Personal Banking Advisor & Lobby Leader

Koitecc Solutions; Cupertino (CA); Hybrid; 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 Financial Group is seeking a customer-focused banking professional to deliver exceptional service in our branch network. You will identify customer needs, advise on financial solutions, and guide clients to digital channels to simplify banking.

You will collaborate with partners to grow relationships and support branch operations while maintaining compliance. The role emphasizes consultative sales, personal service, and a proactive approach to enhance the overall customer experience across

Qualifications

• Experience in consultative customer service or sales is desirable.
• Confident with using social media, tablets, smartphones, online tools and apps.
• Strong interpersonal and communication skills.

Responsibilities

• Welcomes and guides customers in the branch lobby and explains digital/self-serve options.
• Identifies customer needs and advises on financial solutions in customers' best interests.
• Collaborates with partners to refer opportunities and grow customer relationships beyond personal banking.
• Performs transaction-based service and supports branch operations and compliance.

Skills

Social media

Tablets

Smartphones

Online tools

Consultative sales

Customer service

Communication

Listening skills

Job description

BMO Financial Group is seeking a customer-focused banking professional to deliver exceptional service in our branch network. You will identify customer needs, advise on financial solutions, and guide clients to digital channels to simplify banking.

You will collaborate with partners to grow relationships and support branch operations while maintaining compliance. The role emphasizes consultative sales, personal service, and a proactive approach to enhance the overall customer experience across