Personal Banking Advisor & Client Champion

bmo; Northglenn (CO); On-site; USD 37,000 - 46,000; Full time

Job summary

BMO, a retail banking leader, seeks a lobby-focused banking professional to deliver exceptional customer service, identify financial solutions, and guide customers through digital banking options.

As part of a collaborative branch team, you will engage customers, understand their banking needs, and contribute to the branch's business goals while complying with risk and regulatory requirements.

Qualifications

• Typically 1-2 years of relevant experience and/or certification in related field of study desirable.
• Confident in the use of social media, tablets, smartphones, online tools, and applications.
• Strong customer service mindset with drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifying needs and advising on financial solutions.
• Welcomes customers in the branch and guides them to digital/self-serve options for a fast, simple banking experience.
• Probes to understand customer personal banking and credit card needs and provides strategic banking guidance.

Job description

BMO, a retail banking leader, seeks a lobby-focused banking professional to deliver exceptional customer service, identify financial solutions, and guide customers through digital banking options.

As part of a collaborative branch team, you will engage customers, understand their banking needs, and contribute to the branch's business goals while complying with risk and regulatory requirements.