Personal Banking Advisor

BMO U.S.; Park Ridge (IL); On-site; USD 42,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a branch-based specialist in Illinois to deliver exceptional customer service, advise on banking and investment options, and guide customers through digital channels. You will collaborate with partners to grow customer relationships, handle transactions, and support branch objectives while maintaining compliance and privacy.

The role emphasizes needs-based conversations, a focus on personal experiences, and teamwork within a dynamic branch network across markets.

Qualifications

• Experience in a consultative customer service or sales role.
• Strong communication and interpersonal skills.
• Ability to build rapport and work well in a team.
• Desire to deliver personal customer experiences and meet targets.

Responsibilities

• Welcome and guide customers in the branch lobby and advise on digital/self-serve options.
• Identify referral opportunities with BMO partners to grow customer relationships.
• Provide banking and investment guidance and address everyday banking needs.
• Ensure accurate and seamless execution of transactions.
• Follow risk, compliance, and privacy requirements to safeguard assets.
• Collaborate with the branch and market team to contribute to business results.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Job description

BMO Financial Group is seeking a branch-based specialist in Illinois to deliver exceptional customer service, advise on banking and investment options, and guide customers through digital channels. You will collaborate with partners to grow customer relationships, handle transactions, and support branch objectives while maintaining compliance and privacy.

The role emphasizes needs-based conversations, a focus on personal experiences, and teamwork within a dynamic branch network across markets.