Personal Banking Advisor

BMO Harris Bank; Johnston (IA); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Johnston, IA is seeking a lobby leader to deliver exceptional service, identify customer needs, and guide customers to digital and self-serve options for a fast, easy banking experience.

You will collaborate with branch partners, conduct needs-based conversations about banking services and personal banking solutions, and help drive branch results while safeguarding customer assets and privacy.

Qualifications

• Typically 1–2 years of relevant experience in customer service or sales.
• Experience with personal banking or financial services is a plus.
• Strong communication and problem-solving abilities.
• Ability to work in a fast-paced, team-based environment.

Responsibilities

• Welcomes and guides customers as they enter the branch and explains digital options.
• Identifies customer needs and suggests appropriate banking solutions.
• Collaborates with branch partners to refer opportunities and grow customer relationships.
• Performs transactional duties with accuracy and efficiency.
• Maintains risk and compliance with bank policies and privacy requirements.

Skills

Interpersonal skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical problem solving

Drive for results

Tools

Tablets

Smartphones

Online tools

Job description

BMO Harris Bank in Johnston, IA is seeking a lobby leader to deliver exceptional service, identify customer needs, and guide customers to digital and self-serve options for a fast, easy banking experience.

You will collaborate with branch partners, conduct needs-based conversations about banking services and personal banking solutions, and help drive branch results while safeguarding customer assets and privacy.