Personal Banking Solutions Advisor

BMO U.S.; Palo Alto (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 Financial Group is hiring in California for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and provide advice on financial solutions across everyday banking, investments, lending, and home financing.

The role emphasizes needs-based assessments and proactive engagement with customers to grow loyalty. Responsibilities include guiding customers through digital options, processing transactions, and ensuring compliance with lending policies

Qualifications

• Post-secondary degree or equivalent experience desirable.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and advise on financial solutions.
• Engage customers to complete needs assessments and grow loyalty.
• Promote digital/self-serve options to streamline experiences.
• Uphold risk management and regulatory requirements in lending and banking.

Skills

Customer service

Sales experience

Interpersonal skills

Communication

Education

Post-secondary degree

Job description

BMO Financial Group is hiring in California for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and provide advice on financial solutions across everyday banking, investments, lending, and home financing.

The role emphasizes needs-based assessments and proactive engagement with customers to grow loyalty. Responsibilities include guiding customers through digital options, processing transactions, and ensuring compliance with lending policies