Personal Banking & Relationship Advisor

BMO Financial Group; Petaluma (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Petaluma, CA is seeking a customer-focused associate for Retail Banking Sales & Service. You will identify customer needs, advise on financial solutions, and collaborate with partners to deliver an exceptional banking experience.

Ideal candidates have 1–2 years in customer service or sales, basic knowledge of personal and business banking, and strong communication skills. Bilingual English/Spanish is preferred.

Qualifications

• Typically between 1 – 2 years of relevant experience and/or certification in related field.
• Social media, tablets, smartphones, online tools proficiency.
• Experience in a consultative customer service or sales role.
• Knowledge of personal/business banking solutions to refer to specialists.
• Strong communication and teamwork skills.

Responsibilities

• Identify referral opportunities to grow customer relationships with BMO.
• Welcome and guide customers, promoting digital and self-serve options.
• As a lobby leader, assist in conversations about banking services and channels.
• Contribute to branch business results and customer experience.
• Support risk/compliance processes and safeguard customers' assets.

Skills

Social media

Tablets

Smartphones

Online tools

Applications

Consultative sales

Customer service

Referral opportunities

Banking knowledge

Job description

BMO Financial Group in Petaluma, CA is seeking a customer-focused associate for Retail Banking Sales & Service. You will identify customer needs, advise on financial solutions, and collaborate with partners to deliver an exceptional banking experience.

Ideal candidates have 1–2 years in customer service or sales, basic knowledge of personal and business banking, and strong communication skills. Bilingual English/Spanish is preferred.