Personal Banking & Lending Advisor

BMO; Monterey Park (CA); Sur place; USD 50 000 - 100 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO is seeking an experienced Retail Banking Sales & Service professional in the United States (California) to deliver exceptional service and consultative guidance on personal and small business financial solutions. The role emphasizes needs-based assessments, collaboration with branch teams, and driving loyalty through tailored banking options.

Responsibilities include engaging customers, understanding credit needs, and guiding them through everyday banking, lending solutions, and

Qualifications

• 2-3 years of relevant experience with post-secondary degree.
• Understanding of personal and small business needs and solutions.
• Experience in financial services is an asset.
• Strong communication and interpersonal skills.

Responsabilités

• Provide needs-based assessments to grow customer loyalty and identify opportunities.
• Identify customer needs and propose tailored financial solutions across products.
• Engage customers to complete needs assessments and recommend banking channels.
• Support transactions and help drive new relationships through proactive outreach and appointments.
• Ensure compliance with lending policies and regulatory requirements.
• Collaborate with branch and market teams to deliver excellent customer experience.

Connaissances

Verbal & written communication

Interpersonal skills

Customer service

Problem solving

Collaboration

Formation

Post-secondary degree

Description du poste

BMO is seeking an experienced Retail Banking Sales & Service professional in the United States (California) to deliver exceptional service and consultative guidance on personal and small business financial solutions. The role emphasizes needs-based assessments, collaboration with branch teams, and driving loyalty through tailored banking options.

Responsibilities include engaging customers, understanding credit needs, and guiding them through everyday banking, lending solutions, and