Personal Banking Advisor

BMO Harris Bank; Park Ridge (IL); On-site; USD 42,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

BMO Financial Group in the United States is seeking an enthusiastic Retail Banking professional to deliver exceptional service, identify customer needs, and guide clients toward appropriate financial solutions. You will collaborate with branch partners to create a seamless customer experience and promote digital and self-serve options.

As a lobby leader, you will welcome customers, conduct needs-based conversations about personal banking and credit cards, and support branch operations while

Qualifications

• Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Contributes to meeting branch business results and the customer experience.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets.

Skills

Customer service

Verbal communication

Written communication

Analytical skills

Problem solving

Team collaboration

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in the United States is seeking an enthusiastic Retail Banking professional to deliver exceptional service, identify customer needs, and guide clients toward appropriate financial solutions. You will collaborate with branch partners to create a seamless customer experience and promote digital and self-serve options.

As a lobby leader, you will welcome customers, conduct needs-based conversations about personal banking and credit cards, and support branch operations while