Personal Banking & Financial Solutions Advisor

BMO U.S.; San Lorenzo (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a customer-focused Banking Specialist to deliver exceptional service, identify client needs, and guide customers to suitable financial solutions across everyday banking, lending, and investments. The role emphasizes collaboration with branch teams and channel partners to achieve business objectives.

Responsibilities include proactive outreach, needs assessments, presenting tailored products, guiding digital options, handling transactions, and

Qualifications

• Experience in financial services or sales-driven roles.
• Ability to assess client needs and tailor financial solutions.
• Knowledge of retail banking products and processes.

Responsibilities

• Proactively engage existing customers and prospects to assess needs.
• Recommend tailored banking solutions across everyday banking, lending, and investments.
• Guide clients to digital/self-serve options and support transactions.
• Maintain compliance with risk, privacy, and regulatory standards.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree or equivalent

Tools

CRM systems

Credit underwriting guidelines

Job description

BMO Financial Group in the United States seeks a customer-focused Banking Specialist to deliver exceptional service, identify client needs, and guide customers to suitable financial solutions across everyday banking, lending, and investments. The role emphasizes collaboration with branch teams and channel partners to achieve business objectives.

Responsibilities include proactive outreach, needs assessments, presenting tailored products, guiding digital options, handling transactions, and