Personal Banking Advisor & Customer Advocate

BMO U.S.; Edina (MN); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO U.S. in Edina, MN is hiring a Lobby Leader/Branch Associate to deliver exceptional service, understand customer needs, and guide them to banking solutions.

You’ll work across channels with partners to grow relationships, promote digital options, and support branch operations while ensuring risk and compliance standards are met.

The role adapts to market needs, may involve multiple branches, and emphasizes a personal, consultative approach to every interaction.

Qualifications

• Typically 1–2 years of relevant experience in customer service or sales.
• Desirable or equivalent combination of education and experience.
• Ability to build rapport with customers and collaborate with a team.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Works with branch and partners to deliver the desired customer experience.
• Promotes digital and self-serve options to streamline banking.
• Supports operational activities and risk/compliance processes.

Skills

Customer service

Sales / cross-selling

Communication skills

Team collaboration

Problem solving

Education

Relevant field of study or certification

Tools

Tablets & smartphones

Social media & online tools

Online banking tools

Job description

BMO U.S. in Edina, MN is hiring a Lobby Leader/Branch Associate to deliver exceptional service, understand customer needs, and guide them to banking solutions.

You’ll work across channels with partners to grow relationships, promote digital options, and support branch operations while ensuring risk and compliance standards are met.

The role adapts to market needs, may involve multiple branches, and emphasizes a personal, consultative approach to every interaction.