Personal Banking Advisor & Branch Concierge

Bank of Montreal; Des Moines (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

Bank of Montreal in Des Moines, IA, is seeking a lobby leader to deliver exceptional customer service, identify needs, and guide customers toward suitable financial solutions and digital options. You will support branch operations while collaborating with partners to drive sales and improve the customer experience.

You will engage in needs-based conversations, promote banking channels, and contribute to branch results.

Qualifications

• 1–2 years of relevant experience in client-focused banking or a related field.
• Confident and experienced in using social media, tablets, and online tools.
• Strong interpersonal and communication skills with a focus on customer experience.

Responsibilities

• Deliver exceptional service to BMO customers and prospects, identifying needs and advising on financial solutions.
• Collaborate with branch and partners to enhance customer experience and meet business goals.
• Engage customers to promote alternative channels and provide guidance on digital options.

Skills

Customer service

Interpersonal skills

Communication (verbal & written)

Team collaboration

Problem solving

Sales awareness

Job description

Bank of Montreal in Des Moines, IA, is seeking a lobby leader to deliver exceptional customer service, identify needs, and guide customers toward suitable financial solutions and digital options. You will support branch operations while collaborating with partners to drive sales and improve the customer experience.

You will engage in needs-based conversations, promote banking channels, and contribute to branch results.