Retail Banking Advisor: Grow Relationships & Solutions

BMO U.S.; Modesto (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused advisor in California. You will engage with customers to understand banking and lending needs, offering tailored financial solutions and guiding them through digital and in-branch channels.

You will collaborate with branch teams to deliver an exceptional customer experience while ensuring compliance and risk controls. Ideal candidates have 2–3 years of relevant experience, a post-secondary degree, and strong communication skills.

Qualifications

• Verbal & written communication skills - good.
• Organization and collaboration abilities.
• Analytical and problem solving skills.
• Experience in customer service or sales is a plus.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments for tailored banking solutions.
• Makes credit recommendations for personal lending transactions.
• Works with branch teams and partners to deliver a great customer experience.

Skills

Communication

Organization

Collaboration

Analytical thinking

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools

Applications

Job description

BMO Financial Group is seeking a customer-focused advisor in California. You will engage with customers to understand banking and lending needs, offering tailored financial solutions and guiding them through digital and in-branch channels.

You will collaborate with branch teams to deliver an exceptional customer experience while ensuring compliance and risk controls. Ideal candidates have 2–3 years of relevant experience, a post-secondary degree, and strong communication skills.