Personal Banking Advisor

Koitecc Solutions; Tualatin (OR); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is inviting applications for a branch-based customer service role in Oregon. The position emphasizes delivering exceptional service, guiding customers through banking options, and identifying opportunities to deepen relationships with BMO partners.

You will work collaboratively across channels to ensure smooth transactions and a superior customer experience. The role requires 1–2 years of related experience, strong communication skills, and a focus on personalized customer

Qualifications

• 1–2 years of relevant experience and/or certification desirable.
• Confident and experienced with social media, tablets, smartphones, online tools and applications.
• Strong interpersonal, listening and problem-solving skills.

Responsibilities

• Welcomes and guides customers in the branch lobby with advice on digital and self-serve options.
• Identify referral opportunities with BMO partners to grow customer relationships.
• Provide personal banking and investment guidance and handle transaction-based needs.
• Ensure compliance with risk, privacy and regulatory requirements.
• Collaborate with team across channels to deliver excellent customer experience.

Skills

Customer service

Communication skills

Sales experience

Problem solving

Education

High school diploma or equivalent

Job description

BMO Financial Group is inviting applications for a branch-based customer service role in Oregon. The position emphasizes delivering exceptional service, guiding customers through banking options, and identifying opportunities to deepen relationships with BMO partners.

You will work collaboratively across channels to ensure smooth transactions and a superior customer experience. The role requires 1–2 years of related experience, strong communication skills, and a focus on personalized customer