Personal Banking & Lending Advisor

BMO Harris Bank; Garden Grove (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Garden Grove, CA, is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, assess needs, and guide clients through financial solutions including everyday banking, lending, and investments.

You will work within a branch team, engage customers through various channels, and ensure compliance with lending policies, risk controls, and regulatory requirements while contributing to sales and service goals.

Qualifications

• Typically 2-3 years of relevant experience desirable.
• Prepared to work in a retail banking environment.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides financial solutions.
• Engages customers to grow BMO's business and build relationships.
• Assists with lending applications following bank policies.
• Maintains compliance with risk management and regulatory requirements.

Skills

Needs-based assessments

Sales & service mindset

Customer relationship building

Interpersonal skills

Communication skills

Education

Post-secondary degree in related field

Job description

BMO Harris Bank in Garden Grove, CA, is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, assess needs, and guide clients through financial solutions including everyday banking, lending, and investments.

You will work within a branch team, engage customers through various channels, and ensure compliance with lending policies, risk controls, and regulatory requirements while contributing to sales and service goals.