Personal Banking Advisor & Client Solutions Lead

BMO U.S.; Kokomo (IN); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Kokomo, IN is seeking a customer service professional to deliver financial guidance and develop trusted relationships with customers and prospects.

You will collaborate with branch teammates and BMO partners to identify needs, guide customers to digital channels and self-serve options, and offer personal banking and investment advice while delivering outstanding service and helping the branch achieve its goals.

Qualifications

• Experience in a consultative customer service or sales role is preferred.
• Strong verbal and written communication skills.
• Ability to build rapport with customers and assess needs.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Guides customers to digital and self-serve options for easy banking.
• Collaborates with partners to grow customer relationships beyond personal banking.
• Supports operational activities and helps achieve branch business goals.

Skills

Customer service

Sales

Communication

Interpersonal skills

Tools

Social media

Job description

BMO Financial Group in Kokomo, IN is seeking a customer service professional to deliver financial guidance and develop trusted relationships with customers and prospects.

You will collaborate with branch teammates and BMO partners to identify needs, guide customers to digital channels and self-serve options, and offer personal banking and investment advice while delivering outstanding service and helping the branch achieve its goals.