Client-First Retail Banking Advisor

Bank of Montreal; Niwot (CO); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) in Niwot, CO, seeks a customer-focused Banking Representative to deliver exceptional service and guidance on financial solutions. You will identify customer needs, provide tailored advice, and engage with customers to grow loyalty and opportunities across channels.

You will work with a collaborative branch and market team, applying risk-aware practices while meeting regulatory requirements and delivering a personal customer experience.

Qualifications

• Typical between 2-3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance on financial solutions.
• Engages customers to grow BMO’s business and build relationships within the community.

Skills

Consultative selling

Customer service

Needs-based selling

Strong communication

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools

Job description

Bank of Montreal (BMO) in Niwot, CO, seeks a customer-focused Banking Representative to deliver exceptional service and guidance on financial solutions. You will identify customer needs, provide tailored advice, and engage with customers to grow loyalty and opportunities across channels.

You will work with a collaborative branch and market team, applying risk-aware practices while meeting regulatory requirements and delivering a personal customer experience.