Customer Experience Banker

BMO Harris Bank

Des Moines (IA)

In loco

USD 41.714 - 50.000

Tempo pieno

14 giorni+
Generatore di candidature

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Vantaggi offerti da questo lavoro

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Descrizione del lavoro

BMO Financial Group is seeking a customer-focused banking professional to guide walk-in customers, promote digital and self-serve options, and provide personalized banking and credit card guidance. The role emphasizes delivering a smooth, fast customer experience and collaborating with a versatile branch team.

The position requires strong communication, problem-solving, and consultative sales skills, with opportunities to grow through referrals and channel optimizations.

Competenze

  • 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.

Mansioni

  • Collaborates with partners to identify referral opportunities to grow customer relationships.
  • Welcomes and guides customers, offering advice on digital and self-serve options for quick banking.
  • As a lobby leader, conducts conversations about banking services and recommends channels and investments.
  • Meets customer needs with seamless execution and proactive guidance.
  • Reviews profiles to identify opportunities addressing everyday banking and credit card needs.
  • Supports branch operations including inventory, requests, and application follow-up.

Conoscenze

Customer service
Sales experience
Communication skills
Digital banking know-how
Problem solving
Team collaboration

Descrizione del lavoro

BMO Financial Group is seeking a customer-focused banking professional to guide walk-in customers, promote digital and self-serve options, and provide personalized banking and credit card guidance. The role emphasizes delivering a smooth, fast customer experience and collaborating with a versatile branch team.

The position requires strong communication, problem-solving, and consultative sales skills, with opportunities to grow through referrals and channel optimizations.

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