Client Banking Advisor

Talentify; Lakewood (CO); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Colorado is seeking a customer-focused banking professional to join our Retail Banking Sales & Service team. You will welcome customers, assess needs, and guide them to financial solutions across personal banking and investments, using digital and self-serve options to create a seamless experience.

As a lobby leader, you’ll collaborate with branch partners, maintain accurate records, and contribute to branch performance while safeguarding customer assets and privacy.

Qualifications

• Experience in consultative customer service or sales.
• Basic knowledge of banking solutions.
• Excellent verbal and written communication.
• Ability to build rapport with customers.
• Readiness to collaborate in a team.

Responsibilities

• Welcomes and guides customers in the lobby with guidance on digital and self-serve options.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch partners to identify referral opportunities.
• Maintains accurate records and processes customer applications.
• Follows risk, compliance, and privacy requirements to protect assets.

Skills

Social media

Customer service

Sales experience

Communication

Problem solving

Team collaboration

Job description

BMO Financial Group in Colorado is seeking a customer-focused banking professional to join our Retail Banking Sales & Service team. You will welcome customers, assess needs, and guide them to financial solutions across personal banking and investments, using digital and self-serve options to create a seamless experience.

As a lobby leader, you’ll collaborate with branch partners, maintain accurate records, and contribute to branch performance while safeguarding customer assets and privacy.