Retail Banking Solutions Advisor

BMO Harris Bank; Hayward (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 in Hayward, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them to financial solutions across everyday banking, lending, investments, and home financing.

You will engage with customers, offer digital options, work with branch teams, and maintain compliance while building relationships in the community. Salary ranges from $50,000 to $100,000 and a salaried, benefits-rich package.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.

Skills

Needs-based selling

Interpersonal skills

Communication

Analytical problem solving

Consultative sales

Education

Post-secondary degree desirable

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Hayward, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them to financial solutions across everyday banking, lending, investments, and home financing.

You will engage with customers, offer digital options, work with branch teams, and maintain compliance while building relationships in the community. Salary ranges from $50,000 to $100,000 and a salaried, benefits-rich package.