Personal Banking & Lending Advisor

BMO; Oakland (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO is seeking a Retail Banking Sales & Service professional in Oakland. You will deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and digital channels.

You’ll engage customers to grow loyalty and new relationships while ensuring compliance and risk controls. The role emphasizes personalized conversations, collaboration with branch teammates, and delivering a seamless customer experience across multiple channels.

Qualifications

• 2-3 years of relevant experience in retail banking or customer service.
• Post-secondary degree in a related field is desirable or equivalent.
• Knowledge of personal banking, lending products and retail investments is preferred.
• Experience with consultative selling and delivering a personal customer experience.

Responsibilities

• Identify customer needs and provide advice on financial solutions.
• Engage with customers to grow loyalty and opportunities.
• Provide needs-based assessments and tailor solutions across banking channels.
• Lead risk and regulatory compliance in lending and service processes.
• Collaborate with branch team and partners to meet business objectives.

Skills

Needs-based selling

Customer service

Credit knowledge

Lending solutions

Communication

Education

Post-secondary degree

Job description

BMO is seeking a Retail Banking Sales & Service professional in Oakland. You will deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and digital channels.

You’ll engage customers to grow loyalty and new relationships while ensuring compliance and risk controls. The role emphasizes personalized conversations, collaboration with branch teammates, and delivering a seamless customer experience across multiple channels.