Personal Banking & Lending Advisor

Socket.dev; Berkeley (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service and advisory support across multiple channels. You will identify customer needs, provide tailored financial guidance, and collaborate with partners to achieve sales and service objectives.

The role emphasizes relationship-building, adherence to regulatory requirements, and leveraging digital tools to make banking easier for customers.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable or equivalent
• Experience in retail banking or financial services
• Strong communication and interpersonal skills
• Ability to identify customer needs and provide advisory guidance

Responsibilities

• Proactively engage with existing customers and prospects to assess needs and grow loyalty
• Conduct needs assessments and recommend tailored financial solutions
• Advise on digital/self-serve options to simplify banking for customers
• Assist customers with transactions and cross-sell banking products
• Collaborate with branch and partners to deliver exceptional customer experience
• Ensure compliance with regulatory requirements and risk management policies

Skills

2-3 years experience

Retail banking

Customer service

Strong communication

Education

Post-secondary degree

Job description

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service and advisory support across multiple channels. You will identify customer needs, provide tailored financial guidance, and collaborate with partners to achieve sales and service objectives.

The role emphasizes relationship-building, adherence to regulatory requirements, and leveraging digital tools to make banking easier for customers.