Personal Banking & Investment Advisor

BMO Harris Bank; Castro Valley (CA); On-site; USD 45,000 - 75,000; Full time

Job summary

BMO Financial Group in Castro Valley, CA is seeking a Retail Banking Sales & Service professional to welcome customers, assess needs, and offer financial solutions. You will work across branch channels with partners to deliver a great customer experience.

The role emphasizes personalized service, identifying referral opportunities, and guiding clients to digital options. You will support transactions, advise on banking and investment services, and help meet branch goals.

Qualifications

• Typically 1–2 years of relevant experience in retail banking or related field.
• Confident with social media, tablets, and online tools.
• Strong interpersonal and listening skills; able to understand customer needs.

Responsibilities

• Welcomes and guides customers, offers advice on digital/self-serve options.
• Identifies referral opportunities to grow customer relationships beyond personal banking.
• Provides personal banking and investment guidance in conversations with clients.
• Meets transaction-based needs with seamless execution.
• Collaborates with branch partners to deliver a positive customer experience.

Skills

Customer service

Sales orientation

Relationship building

Communication skills

Problem solving

Job description

BMO Financial Group in Castro Valley, CA is seeking a Retail Banking Sales & Service professional to welcome customers, assess needs, and offer financial solutions. You will work across branch channels with partners to deliver a great customer experience.

The role emphasizes personalized service, identifying referral opportunities, and guiding clients to digital options. You will support transactions, advise on banking and investment services, and help meet branch goals.