Personal Banking Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. in Indianapolis seeks a customer-focused banking professional to deliver exceptional service and identify customer needs.

You will guide clients through personal banking options and offer informed investment guidance while collaborating across branch partners to enhance the customer experience. The role involves welcoming customers, promoting digital tools, and addressing everyday banking and credit card needs with attention to privacy and regulatory requirements.

Qualifications

• Typically 1–2 years of relevant experience or certification in related field desirable or an equivalent combination of education and experience.
• Confident and experienced in using 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 banking solutions to refer to specialists.
• Excellent communication, organization, and problem-solving skills.

Responsibilities

• Welcomes and guides customers in the branch lobby and explains digital/self-serve options.
• Identifies customer needs and provides advice on personal banking and credit card needs.
• Collaborates with branch partners to identify referral opportunities and grow customer relationships.
• Performs transaction-based service with accurate execution and promotes multiple banking channels.
• Maintains knowledge of personal banking products and compliance requirements.

Skills

Experience in banking/finance

Consultative selling

Communication

Team collaboration

Problem solving

Organization skills

Compliance awareness

Tech savvy

Job description

BMO U.S. in Indianapolis seeks a customer-focused banking professional to deliver exceptional service and identify customer needs.

You will guide clients through personal banking options and offer informed investment guidance while collaborating across branch partners to enhance the customer experience. The role involves welcoming customers, promoting digital tools, and addressing everyday banking and credit card needs with attention to privacy and regulatory requirements.