Personal Banking Advisor - Client Experience Leader

BMO Harris Bank; Vancouver (WA); 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 Financial Group is hiring in Washington (Vancouver) for a Retail Banking Sales & Service role. You will deliver exceptional service, assess customer needs, and guide customers to suitable financial solutions.

You’ll collaborate with branch partners to grow relationships and ensure smooth transactions while upholding risk and compliance requirements. The role emphasizes personal customer experience, cross-channel engagement, and contributing to branch performance metrics.

Qualifications

• 1–2 years of relevant experience and/or certification in related field desirable or equivalent education/experience.
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

• Welcomes customers and offers guidance on digital and self-serve options to streamline banking.
• Identifies customer needs, delivers advice on financial solutions, and guides them to appropriate channels.
• Collaborates with partners to identify referral opportunities that grow customer relationships with BMO.
• Meets transaction-based needs with accurate, efficient processing and service.
• Assists through risk/compliance processes to safeguard customer assets and privacy.
• Supports branch operations and participates in team-based initiatives to improve customer experience.

Skills

Customer service

Sales focus

Interpersonal communication

Team collaboration

Job description

BMO Financial Group is hiring in Washington (Vancouver) for a Retail Banking Sales & Service role. You will deliver exceptional service, assess customer needs, and guide customers to suitable financial solutions.

You’ll collaborate with branch partners to grow relationships and ensure smooth transactions while upholding risk and compliance requirements. The role emphasizes personal customer experience, cross-channel engagement, and contributing to branch performance metrics.