Personal Banking Advisor & Branch Concierge

BMO; Oak Lawn (AL); 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 Retail Banking is seeking a customer-focused associate in the United States to deliver exceptional service and guidance on financial solutions. The role emphasizes identifying customer needs, referring opportunities, and collaborating with branch teams to ensure a seamless banking experience.

As a lobby leader, you will assist in conversations about banking services, encourage use of digital channels, and help meet branch objectives while complying with regulatory requirements.

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.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Collaborates with BMO partners to identify referral opportunities that grow the customer relationship.

Skills

Interpersonal skills

Analytical thinking

Verbal & written communication

Organizational skills

Collaboration & team skills

Customer focus

Problem solving

Adaptability

Tools

Social media tools

Tablets

Smartphones

Online tools

Job description

BMO Retail Banking is seeking a customer-focused associate in the United States to deliver exceptional service and guidance on financial solutions. The role emphasizes identifying customer needs, referring opportunities, and collaborating with branch teams to ensure a seamless banking experience.

As a lobby leader, you will assist in conversations about banking services, encourage use of digital channels, and help meet branch objectives while complying with regulatory requirements.