Personal Banking Advisor & Branch Experience Leader

BMO Bank N.A.; Denver (CO); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO in Denver is seeking an engaging lobby leader to deliver outstanding service, identify customer needs, and guide clients through banking options. You will work with branch colleagues and partners to grow relationships and promote digital channels.

A focus on personal service, compliance, and efficient transactions will be essential in a fast-paced retail banking environment. The role emphasizes customer experience, teamwork, and proactive referrals within BMO’s multi-branch network, with

Qualifications

• 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Strong interpersonal skills and ability to build rapport with customers.
• Good verbal and written communication skills.
• Basic knowledge of specialized sales and business banking solutions.
• Willingness to collaborate and work in a team environment.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide guidance on financial solutions.
• Collaborate with branch and market partners to grow customer relationships.
• Guide customers through lobby conversations and promote digital/self-serve options.
• Conduct client conversations about banking services and provide personal banking and investment advice.
• Meet transaction-based needs with accurate and seamless execution.
• Support operational activities and risk/compliance processes.
• Proactively identify referral opportunities to enhance customer relationships.

Skills

Customer service

Sales & referrals

Interpersonal skills

Verbal & written communication

Problem solving

Tools

Tablets

Smartphones

Online tools

Job description

BMO in Denver is seeking an engaging lobby leader to deliver outstanding service, identify customer needs, and guide clients through banking options. You will work with branch colleagues and partners to grow relationships and promote digital channels.

A focus on personal service, compliance, and efficient transactions will be essential in a fast-paced retail banking environment. The role emphasizes customer experience, teamwork, and proactive referrals within BMO’s multi-branch network, with