In-Branch Relationship Banking Advisor

Hispanic Alliance for Career Enhancement; Albuquerque (NM); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Disability & life insurance

Job summary

BMO Financial Group is seeking a customer-focused Banking Specialist to deliver exceptional service and identify needs-based financial solutions at the Academy Rd. NE branch. You will collaborate across channels with partners to meet customer and branch targets.

The role emphasizes proactive engagement, guidance on digital options, and adherence to risk and regulatory requirements while supporting growth through relationship-building in the community.

Qualifications

• Experience in a consultative customer service or sales role.
• Strong interpersonal and communication skills.
• Understanding of personal banking products and lending solutions.
• Knowledge of risk management and regulatory requirements.

Responsibilities

• Deliver exceptional service to customers and prospects at the branch.
• Identify customer needs and provide advice on financial solutions.
• Promote digital and self-serve options to enhance the customer experience.
• Process transactions and support sales and lending activities.
• Build relationships and generate appointments within the community.

Skills

Customer service

Sales oriented

Verbal & written communication

Problem solving

Interpersonal skills

Financial services knowledge

Self-starter

Education

Post-secondary degree in related field

2-3 years of relevant experience

Job description

BMO Financial Group is seeking a customer-focused Banking Specialist to deliver exceptional service and identify needs-based financial solutions at the Academy Rd. NE branch. You will collaborate across channels with partners to meet customer and branch targets.

The role emphasizes proactive engagement, guidance on digital options, and adherence to risk and regulatory requirements while supporting growth through relationship-building in the community.