Personal Banking & Lending Advisor

BMO U.S.; Santa Clarita (CA); Sur place; USD 43 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Retirement savings plan

Résumé du poste

BMO Financial Group in California seeks a customer-focused Banking Specialist to deliver exceptional service and guidance on financial solutions. You will conduct needs assessments, promote tailored banking options, and collaborate with branch teams to meet sales and service goals.

The role emphasizes proactive customer engagement, cross-channel coordination, and compliance with regulations while growing customer relationships and loyalty.

Qualifications

• Typically between 2–3 years of relevant experience and post-secondary degree in related field.
• U.S. Only: This position will require a Federal registration per regulatory requirements.

Responsabilités

• Delivers exceptional service to customers and prospects by identifying needs and providing guidance on financial solutions.
• Engages customers to complete needs assessments and recommends tailored banking solutions addressing sales and service needs.
• Proactively engages with existing customers and prospects to grow loyalty and identify opportunities across channels.
• Maintains risk and compliance standards while advising on lending and banking products.

Connaissances

Customer service

Sales skills

Communication

Collaborative work

Problem solving

Formation

Post-secondary degree

Description du poste

BMO Financial Group in California seeks a customer-focused Banking Specialist to deliver exceptional service and guidance on financial solutions. You will conduct needs assessments, promote tailored banking options, and collaborate with branch teams to meet sales and service goals.

The role emphasizes proactive customer engagement, cross-channel coordination, and compliance with regulations while growing customer relationships and loyalty.