Personal Banking Advisor & Client Solutions Lead

Talentify; Tualatin (OR); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group in Oregon is seeking a customer-focused Lobby Banking Associate to deliver exceptional service, identify needs, and guide customers to the best personal banking and digital options.

You will collaborate with branch partners, handle transactions, advise on banking solutions, and help maintain risk and compliance while contributing to branch goals and the overall customer experience.

Qualifications

• Typically 1–2 years of relevant experience or education in related field desirable.
• Strong communication and interpersonal skills with a customer-focused mindset.
• Basic knowledge of banking solutions and ability to guide customers.

Responsibilities

• Welcomes customers in the lobby and guides them to digital and self-serve options.
• Identify customer needs and advise on personal banking and credit card solutions.
• Collaborate with BMO partners to refer opportunities and grow customer relationships.
• Process customer transactions and service requests with accuracy and speed.
• Maintain accurate customer profiles and ensure compliance with policies and regulations.

Skills

Customer service

Sales

Consultative selling

Interpersonal skills

Communication

Problem solving

Organization

Teamwork

Active listening

Adaptability

Financial knowledge

Business banking

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Oregon is seeking a customer-focused Lobby Banking Associate to deliver exceptional service, identify needs, and guide customers to the best personal banking and digital options.

You will collaborate with branch partners, handle transactions, advise on banking solutions, and help maintain risk and compliance while contributing to branch goals and the overall customer experience.