Personal Banking Advisor – Loans & Solutions

BMO Bank N.A.; Colombia; Presencial; COP 137.688.000 - 227.753.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement plans

Descripción de la vacante

BMO Bank N.A. is seeking a Retail Banking Sales & Service professional to deliver exceptional service at the Greenwood Village branch. You will identify customer needs, provide tailored financial guidance, and collaborate with partners to deliver a superior experience.

The role focuses on needs-based assessments, cross-selling banking solutions, and promoting digital channels while supporting daily transactions and branch goals. A customer-first mindset is essential.

Formación

• 2-3 years of relevant experience and post-secondary degree desirable.
• Appropriate lending qualifications and designations.

Responsabilidades

• Engage customers with needs-based assessments to grow loyalty and identify opportunities.
• Provide advice on financial solutions and preferred banking channels.
• Promote digital and self-serve options to make banking easy, simple, and fast.
• Support customer transactions and branch needs across channels.
• Build new relationships within the community and generate appointments.

Conocimientos

Sales experience

Customer service

Financial products

Regulatory knowledge

Educación

Post-secondary degree

Herramientas

CRM software

Descripción del empleo

BMO Bank N.A. is seeking a Retail Banking Sales & Service professional to deliver exceptional service at the Greenwood Village branch. You will identify customer needs, provide tailored financial guidance, and collaborate with partners to deliver a superior experience.

The role focuses on needs-based assessments, cross-selling banking solutions, and promoting digital channels while supporting daily transactions and branch goals. A customer-first mindset is essential.