Client Banking Advisor

BMO; Salt Lake City (UT); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Salt Lake City, Utah is seeking a Branch Sales & Service Associate to deliver exceptional service, identify customer needs, and guide clients to banking solutions. You will work with branch partners, welcome customers, and promote digital channels to make banking easy and personal.

Responsibilities include conducting client conversations about banking services, referring opportunities to specialists, and supporting day-to-day branch operations while maintaining the highest

Qualifications

• Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer's experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall customer experience.
• Contributes to business results and the overall experience delivered.

Skills

Customer service

Sales

Communication

Relationship building

Financial guidance

Job description

BMO Harris Bank in Salt Lake City, Utah is seeking a Branch Sales & Service Associate to deliver exceptional service, identify customer needs, and guide clients to banking solutions. You will work with branch partners, welcome customers, and promote digital channels to make banking easy and personal.

Responsibilities include conducting client conversations about banking services, referring opportunities to specialists, and supporting day-to-day branch operations while maintaining the highest