Personal & Small Business Banking Advisor

BMO U.S.; Saratoga (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Job summary

BMO Financial Group in California (Saratoga) seeks a results-driven Retail Banking Sales & Service professional who delivers exceptional service by identifying customer needs and guiding them to tailored financial solutions.

You will engage customers, drive needs-based assessments, promote digital tools, and work with branch partners to grow loyalty while ensuring compliance and sound lending practices.

Qualifications

• Typically 2-3 years of relevant experience and post-secondary degree desirable.
• Experience in financial services is an asset.
• Familiarity with personal banking products, practices, and trends.

Responsibilities

• Identify customer needs and provide financial guidance.
• Lead in engaging with customers and prospects to grow loyalty and opportunities.
• Recommend tailored banking solutions including everyday banking, lending, and investments.
• Promote digital/self-serve options and collaborate with branch partners to enhance the customer experience.

Skills

Customer service

Sales skills

Needs-based assessments

Communication

Interpersonal skills

Regulatory compliance

Lending knowledge

Digital banking awareness

Education

Post-secondary degree (desirable)

Job description

BMO Financial Group in California (Saratoga) seeks a results-driven Retail Banking Sales & Service professional who delivers exceptional service by identifying customer needs and guiding them to tailored financial solutions.

You will engage customers, drive needs-based assessments, promote digital tools, and work with branch partners to grow loyalty while ensuring compliance and sound lending practices.