Retail Banking Solutions Advisor

BMO; Tustin (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group seeks a customer-focused retail banking professional in the United States. You will deliver exceptional service to customers and prospects, identify needs, and provide tailored financial solutions across banking, lending, and investments.

In this role you will lead needs assessments, promote digital options, and collaborate with branch teams to drive loyalty and business results while ensuring risk and regulatory compliance.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Working knowledge of personal banking products and lending solutions.
• Experience in financial services is an asset.
• Strong communication and interpersonal skills with customers.

Responsibilities

• Delivers exceptional service to customers and prospects and provides advice on financial solutions.
• Identifies customer needs and conducts needs-based assessments to grow loyalty.
• Engages with customers to complete assessments and recommend tailored solutions.
• Promotes digital and self-serve options to make banking easy and fast.
• Maintains compliance with risk, regulatory, and lending policies.
• Collaborates with branch teams and partners to achieve business objectives.

Skills

Customer service

Needs assessments

Financial guidance

Communication skills

Problem solving

Education

Post-secondary degree in related field

Tools

Digital channels

Self-service banking tools

Job description

BMO Financial Group seeks a customer-focused retail banking professional in the United States. You will deliver exceptional service to customers and prospects, identify needs, and provide tailored financial solutions across banking, lending, and investments.

In this role you will lead needs assessments, promote digital options, and collaborate with branch teams to drive loyalty and business results while ensuring risk and regulatory compliance.