Personal Banking Advisor | Branch Concierge

Koitecc Solutions; Oregon (WI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings

Job summary

BMO Financial Group is seeking a customer service-focused professional in the United States to greet branches, understand banking needs, and guide customers toward digital channels. You will collaborate with partners to expand relationships and provide financial guidance with compliance in mind.

The role emphasizes delivering a personal experience, meeting transaction needs, and contributing to branch results.

Qualifications

• 1-2 years of relevant experience and/or education in related field desirable.
• Experience in a consultative customer service or sales role is a plus.
• Comfort with using social media, tablets, smartphones, online tools and apps.
• Ability to deliver a personal customer experience and to drive results.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Greet customers in the branch lobby and guide to digital/self-serve options.
• Collaborate with partners to Refer and expand customer banking relationships.
• Ensure compliance with risk and regulatory requirements in daily tasks.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Problem solving

Team collaboration

Tools

CRM software

Digital banking tools

Job description

BMO Financial Group is seeking a customer service-focused professional in the United States to greet branches, understand banking needs, and guide customers toward digital channels. You will collaborate with partners to expand relationships and provide financial guidance with compliance in mind.

The role emphasizes delivering a personal experience, meeting transaction needs, and contributing to branch results.