Personal Banking Advisor - Client Solutions & Service

BMO U.S.; Frisco (CO); 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 seeking a customer-focused lobby banking advisor in Frisco, CO. You will greet customers, discuss personal banking options, and guide them to digital channels for a fast, easy experience.

You will collaborate with partners to grow relationships and identify opportunities while delivering compliant, high-quality service. The role emphasizes needs-based conversations, cross-selling opportunities, and seamless execution of transactions across channels.

Qualifications

• Typically 1–2 years of relevant experience and/or related education or certification.
• Experience in consultative customer service or sales helps when guiding banking needs.
• Basic knowledge of banking products and services to refer to specialists.
• Strong communication and interpersonal skills to build customer rapport.
• Ability to work in a team and adapt to different shifts and channels.

Responsibilities

• Welcomes customers in the branch and offers guidance on digital/self-serve options.
• Identifies customer needs and provides personal banking and credit card advice.
• Collaborates with partners to grow customer relationships and referrals.
• Reviews profiles and engages in needs-based conversations for opportunities.
• Supports operational activities and ensures compliance with risk policies.

Skills

Customer service

Sales skills

Communication

Interpersonal skills

Team collaboration

Problem solving

Active listening

Adaptability

Job description

BMO Financial Group is seeking a customer-focused lobby banking advisor in Frisco, CO. You will greet customers, discuss personal banking options, and guide them to digital channels for a fast, easy experience.

You will collaborate with partners to grow relationships and identify opportunities while delivering compliant, high-quality service. The role emphasizes needs-based conversations, cross-selling opportunities, and seamless execution of transactions across channels.