Retail Banking Advisor: Lending & Investments

BMO; Cupertino (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 seeking a Retail Banking Sales & Service professional in the United States. The role focuses on delivering exceptional service, identifying customer needs, and guiding clients to financial solutions across everyday banking, lending, investments, and small business products.

You will collaborate with branch teams and partners to meet business objectives and ensure compliant lending practices.

Qualifications

• Typically 2–3 years of relevant experience or equivalent

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify needs and advise on financial solutions.
• Engage customers to grow loyalty and opportunities.
• Conduct needs assessments and promote digital/self‑serve options.
• Ensure accurate data entry and lending recommendations per policy.

Skills

Customer service

Needs assessment

Sales experience

Communication

Regulatory compliance

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Retail Banking Sales & Service professional in the United States. The role focuses on delivering exceptional service, identifying customer needs, and guiding clients to financial solutions across everyday banking, lending, investments, and small business products.

You will collaborate with branch teams and partners to meet business objectives and ensure compliant lending practices.