Personal Banking & Service Advisor

Koitecc Solutions; Indio (CA); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused Banking Specialist in California. The role revolves around guiding customers in-branch, recommending digital channels, and delivering personal banking and investment advice to grow customer relationships.

You will support transactions, analyze needs, and work with a team to meet branch targets while adhering to regulatory requirements and risk controls.

Qualifications

• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Willingness to collaborate in a team and adapt to different capacities.
• Strong interpersonal, listening and problem-solving abilities.
• Good verbal and written communication skills, organization and teamwork.

Responsibilities

• Collaborate with partners to identify referral opportunities that grow customer relationships.
• Welcome and guide customers in branch and offer guidance on digital/self-serve options.
• Discuss banking services and channels, delivering personal banking and investment advice.
• Address transaction needs with accurate, seamless execution and follow-up.
• Maintain risk/compliance awareness and protect customer assets.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Problem solving

Team collaboration

Adaptability

Attention to detail

Digital literacy

Active listening

Tools

Social media apps

Job description

BMO Financial Group is seeking a customer-focused Banking Specialist in California. The role revolves around guiding customers in-branch, recommending digital channels, and delivering personal banking and investment advice to grow customer relationships.

You will support transactions, analyze needs, and work with a team to meet branch targets while adhering to regulatory requirements and risk controls.