Personal Banking Relationship Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is hiring in California for a role in Retail Banking Sales & Service. The position focuses on delivering excellent customer service, identifying client needs, and offering tailored financial solutions.

You will engage customers to expand relationships, guide them through lending and everyday banking options, and promote digital self-serve channels to simplify financial tasks. The role emphasizes proactive outreach, collaboration with branch teams, and adherence to regulatory requirements

Qualifications

• Experience in financial services or retail banking is advantageous.
• Strong communication and interpersonal skills.
• Ability to work in a team and serve customers across channels.

Responsibilities

• Proactively engage with customers to assess needs and grow loyalty.
• Recommend tailored financial solutions including lending and banking products.
• Guide customers to digital and self-serve options for convenience and speed.
• Collaborate with branch team and partners to meet business goals.

Skills

Needs assessment

Cross-selling

Customer service

Relationship building

Lending knowledge

Education

Post-secondary degree

Job description

BMO is hiring in California for a role in Retail Banking Sales & Service. The position focuses on delivering excellent customer service, identifying client needs, and offering tailored financial solutions.

You will engage customers to expand relationships, guide them through lending and everyday banking options, and promote digital self-serve channels to simplify financial tasks. The role emphasizes proactive outreach, collaboration with branch teams, and adherence to regulatory requirements