Personal Banking & Investment Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in the United States is seeking a Lobby Leader/Financial Services Representative to greet customers, assess banking needs, and guide them to digital options, while delivering exceptional service.

You will collaborate with partners to grow relationships, provide personal banking and credit card guidance, and support branch operations with risk and compliance. This role offers a salary range and benefits.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools and applications.
• Some experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Guides customers to digital and self-serve options to make banking easy and fast.
• Collaborates with BMO partners to grow customer relationships beyond personal banking.
• Supports branch operations, risk and compliance processes and daily activities.
• Probes to understand personal banking and credit card needs and offers strategic advice.

Skills

Customer service

Sales skills

Communication

Analytical thinking

Problem solving

Team collaboration

Adaptability

Job description

BMO Financial Group in the United States is seeking a Lobby Leader/Financial Services Representative to greet customers, assess banking needs, and guide them to digital options, while delivering exceptional service.

You will collaborate with partners to grow relationships, provide personal banking and credit card guidance, and support branch operations with risk and compliance. This role offers a salary range and benefits.