Personal Banking Advisor

BMO U.S.; Ames (IA); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO Financial Group in Ames, IA is seeking a customer-focused banking professional to deliver exceptional service, identify customer needs, and guide personal banking and investment options. You will collaborate with branch teams and partners to create a seamless customer experience across channels.

Responsibilities include advising on digital tools, handling transactions, and contributing to branch goals while ensuring compliance and risk controls.

Qualifications

• 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident with 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.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.

Responsibilities

• Welcomes and guides customers entering the branch, offering advice on digital and self-serve options.
• Collaborates with BMO partners to identify referrals and grow customer relationships.
• Discusses banking services and channels to provide a seamless customer experience.
• Meets transaction-based needs with accurate and efficient service.
• Supports branch operations including inventory, applications, and compliance processes.
• Ensures ongoing risk and regulatory adherence and maintains customer privacy.

Skills

Customer service

Consultative selling

Interpersonal skills

Analytical thinking

Problem solving

Teamwork

Attention to detail

Job description

BMO Financial Group in Ames, IA is seeking a customer-focused banking professional to deliver exceptional service, identify customer needs, and guide personal banking and investment options. You will collaborate with branch teams and partners to create a seamless customer experience across channels.

Responsibilities include advising on digital tools, handling transactions, and contributing to branch goals while ensuring compliance and risk controls.