Branch Banking & Investment Advisor

BMO Harris Bank; Cicero (IL); On-site; USD 42,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank in Cicero, IL, is seeking a Lobby Banker to deliver exceptional service in retail banking sales and service. You will identify customer needs and advise on financial solutions, guiding customers through digital and self-serve options to make banking easy and fast.

You will welcome customers in the lobby, conduct needs-based conversations about banking services and credit cards, and collaborate with branch teams to meet business goals.

Qualifications

• 1–2 years of relevant experience and/or certification desirable or equivalent
• Confident with social media, tablets, smartphones, online tools and applications
• Some experience in consultative customer service or sales with a drive to deliver a personal customer experience
• Basic knowledge of banking solutions to refer to specialists
• Verbal and written communication skills – good
• Organizational and teamwork skills – good
• Analytical and problem solving skills – good

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that grow the customer's relationship with BMO
• Welcomes and guides customers in the lobby, offering advice on digital and self-serve options
• As a lobby leader, conducts client conversations about banking services and alternatives
• Meets customer transaction needs with seamless execution
• Reviews customer profiles and engages customers in needs-based conversations for opportunities
• Contributes to branch business results and customer experience
• Supports branch operations (inventory, requests, filings, opening/closing activities)
• Acts as a key member of a collaborative branch and market team
• Probes to understand personal banking and credit card needs and integrates promotions into conversations

Skills

Customer service

Sales aptitude

Communication

Interpersonal skills

Team collaboration

Job description

BMO Harris Bank in Cicero, IL, is seeking a Lobby Banker to deliver exceptional service in retail banking sales and service. You will identify customer needs and advise on financial solutions, guiding customers through digital and self-serve options to make banking easy and fast.

You will welcome customers in the lobby, conduct needs-based conversations about banking services and credit cards, and collaborate with branch teams to meet business goals.