Personal Banking Advisor

Colorado Psychiatric; Steamboat Springs (CO); Hybrid; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group in Colorado is seeking a customer-focused associate to deliver exceptional service and guide customers through banking options, including digital channels. You will identify needs, promote personal banking and credit card solutions, and collaborate with branch partners to enhance the overall customer experience.

The role emphasizes relationship-building, regulatory awareness, and a willingness to adapt across multiple branches or channels as market needs change.

Qualifications

• Typically 1–2 years of relevant experience 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 personal customer experiences.
• Basic knowledge of specialized banking solutions to refer to specialists.
• Strong verbal and written communication, organization and teamwork skills.

Responsibilities

• Delivers exceptional service to customers and prospects and identifies needs.
• Guides customers through banking options and digital/self-serve channels.
• Engages in needs-based conversations to address banking and credit card needs.
• Supports branch operations and collaborates with partners to meet business objectives.
• Maintains up-to-date knowledge of personal banking products and regulatory requirements.

Skills

Customer service

Consultative sales

Communication

Teamwork

Relationship building

Job description

BMO Financial Group in Colorado is seeking a customer-focused associate to deliver exceptional service and guide customers through banking options, including digital channels. You will identify needs, promote personal banking and credit card solutions, and collaborate with branch partners to enhance the overall customer experience.

The role emphasizes relationship-building, regulatory awareness, and a willingness to adapt across multiple branches or channels as market needs change.