Personal Banking Advisor & Branch Leader

BMO Harris Bank; BLOOMINGTON (MN); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in United States is seeking a branch-oriented position focused on delivering exceptional customer service and guidance on financial solutions. The role emphasizes collaboration with partners to grow customer relationships and promote digital banking options.

The candidate should have 1–2 years of relevant experience, strong communication, and a drive to deliver personal customer experiences in a dynamic branch environment.

Qualifications

• 1–2 years of relevant experience or certification in related field desirable
• Consultative customer service or sales experience preferred
• Knowledge of personal banking products and basic financial services

Responsibilities

• Collaborate with partners to identify referral opportunities
• Guide customers in banking options and digital channels
• Conduct client conversations about banking services and credit card needs
• Execute transactions and meet customer needs efficiently
• Review profiles to identify opportunities and address banking plans
• Support branch operations and risk/compliance processes

Skills

Customer service

Sales experience

Banking products

Communication skills

Team collaboration

Job description

BMO Financial Group in United States is seeking a branch-oriented position focused on delivering exceptional customer service and guidance on financial solutions. The role emphasizes collaboration with partners to grow customer relationships and promote digital banking options.

The candidate should have 1–2 years of relevant experience, strong communication, and a drive to deliver personal customer experiences in a dynamic branch environment.