Customer-Focused Banking Advisor

BMO U.S.; Northglenn (CO); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Job summary

BMO Financial Group is seeking a customer-focused lobby leader to greet customers, offer guidance on banking options, and drive seamless transactions. You will collaborate with partners to identify referrals and deliver a personalized experience across channels.

The role emphasizes consultative conversations, risk-aware service, and ongoing learning about personal banking products and trends to meet branch goals and customer needs.

Qualifications

• 1–2 years of relevant experience and/or education.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• 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.
• Strong desire to help customers and deliver personal experiences.

Responsibilities

• Welcomes and guides customers in the branch and explains digital and self-serve options to simplify banking.
• Identifies referral opportunities with BMO partners to grow customer relationships.
• Conducts client conversations to discuss banking services and channels.
• Ensures accurate execution of customer transactions and maintains compliance.
• Protects customer assets and privacy by following risk and regulatory requirements.

Skills

Customer service

Sales experience

Interpersonal skills

Communication (verbal and written)

Collaboration & teamwork

Analytical/problem solving

Self-starter

Listening/adapting

Tools

Social media usage

Tablets and smartphones

Online tools

Job description

BMO Financial Group is seeking a customer-focused lobby leader to greet customers, offer guidance on banking options, and drive seamless transactions. You will collaborate with partners to identify referrals and deliver a personalized experience across channels.

The role emphasizes consultative conversations, risk-aware service, and ongoing learning about personal banking products and trends to meet branch goals and customer needs.