Personal Banking Relationship Advisor

Bank of Montreal; La Habra (CA); Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in La Habra, CA is seeking a Retail Banking Associate to deliver outstanding service and guidance on everyday banking, lending, and small business solutions. You will identify customer needs, present tailored financial options, and guide customers through the branch and digital channels to make banking easy and fast.

In this role you’ll engage with customers to build loyalty, schedule appointments, and collaborate with the branch team and BMO partners to meet sales and service

Qualifications

• Typically 2–3 years of relevant financial services experience or equivalent.
• Post-secondary degree in a related field is desirable.
• Experience in consultative customer service or sales is a plus.
• Knowledge of personal banking products and lending solutions is preferred.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow BMO’s business by generating appointments and building relationships.
• Assists with regulatory compliance and completes lending recommendations.

Skills

Consultative sales

Customer service

Interpersonal skills

Listening

Education

Post-secondary degree

Job description

Bank of Montreal in La Habra, CA is seeking a Retail Banking Associate to deliver outstanding service and guidance on everyday banking, lending, and small business solutions. You will identify customer needs, present tailored financial options, and guide customers through the branch and digital channels to make banking easy and fast.

In this role you’ll engage with customers to build loyalty, schedule appointments, and collaborate with the branch team and BMO partners to meet sales and service