Personal Banking Advisor & Client Growth Specialist

Hispanic Alliance for Career Enhancement; Oswego Township (IL); On-site; USD 41,714 - 50,500; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is hiring a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide financial solutions that align with customers' best interests.

The role involves collaborating with branch partners, guiding customers to digital and self-serve options, and advising on personal banking and credit card needs while protecting customer assets and privacy.

Qualifications

• Confident with use of social media, tablets, and online tools.
• Experience in consultative customer service or sales roles.
• Basic knowledge of business banking solutions for referrals.
• Strong verbal and written communication skills.
• Good organization and teamwork abilities.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Collaborate with branch partners to grow customer relationships.
• Guide customers to digital and self-serve options for easy banking.
• Advise on personal banking and credit card needs within risk guidelines.
• Protect customer assets and ensure privacy and regulatory compliance.

Skills

Social media

Consultative sales

Business banking knowledge

Communication skills

Organization skills

Team collaboration

Job description

BMO Financial Group in the United States is hiring a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide financial solutions that align with customers' best interests.

The role involves collaborating with branch partners, guiding customers to digital and self-serve options, and advising on personal banking and credit card needs while protecting customer assets and privacy.