Personal Banking Advisor

Koitecc Solutions; Johnston (IA); On-site; USD 42,000 - 55,000; 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 professional in the United States to deliver exceptional service in retail banking sales and service. You will identify customer needs, guide them to digital channels, and collaborate with branch teams to enhance the customer experience.

Responsibilities include advising on banking solutions, processing applications, and contributing to branch goals while upholding regulatory requirements and risk controls.

Qualifications

• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Comfort with social media and online tools.
• Driven to deliver a personal customer experience.
• Strong results focus in a team environment.

Responsibilities

• Identify referral opportunities with partners to grow customer relationships.
• Welcome customers, guide them to digital and self-serve options.
• Conduct client conversations about banking services and channels.
• Maintain accuracy of customer information and process applications.

Skills

Interpersonal skills

Communication skills

Problem solving

Team collaboration

Listening

Job description

BMO Financial Group is seeking a customer-focused professional in the United States to deliver exceptional service in retail banking sales and service. You will identify customer needs, guide them to digital channels, and collaborate with branch teams to enhance the customer experience.

Responsibilities include advising on banking solutions, processing applications, and contributing to branch goals while upholding regulatory requirements and risk controls.