Relationship Banker & Financial Solutions Advisor

BMO; South Gate (CA); Sur place; USD 50 000 - 100 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO Financial Group is seeking a Retail Banking Sales & Service professional in California to deliver exceptional service and needs-based financial guidance. You will engage with customers and prospects, identify opportunities, and collaborate with branch teams and partners to strengthen loyalty and grow relationships.

The role emphasizes advice on everyday banking, lending, investments, and digital/self-serve options, while maintaining risk controls and regulatory compliance.

Qualifications

• Post-secondary degree or equivalent experience.
• 2–3 years in customer service or sales.
• Experience in financial services is a plus.
• Strong verbal and written communication.
• Ability to work across channels and teams.

Responsabilités

• Provide needs-based assessments and financial guidance.
• Deliver exceptional service to customers and prospects.
• Collaborate with branch and partners to meet sales/service goals.
• Manage risk and follow policies/regulatory requirements.
• Promote digital and self-serve banking options.

Connaissances

Customer service

Sales experience

Needs assessment

Interpersonal skills

Communication skills

Analytical thinking

Team collaboration

Problem solving

Financial services knowledge

Formation

Post-secondary degree

Outils

CRM systems

Digital banking tools

Description du poste

BMO Financial Group is seeking a Retail Banking Sales & Service professional in California to deliver exceptional service and needs-based financial guidance. You will engage with customers and prospects, identify opportunities, and collaborate with branch teams and partners to strengthen loyalty and grow relationships.

The role emphasizes advice on everyday banking, lending, investments, and digital/self-serve options, while maintaining risk controls and regulatory compliance.