Personal Banking Advisor & Customer Experience Champion

BMO U.S.; Plymouth (MN); On-site; USD 41,714 - 50,500; 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 Service Associate to deliver exceptional service at the branch level in Minnesota. You will guide customers, provide advice on personal banking and digital options, and collaborate with partners to grow customer relationships.

You’ll identify needs, offer suitable banking channels, and handle everyday transactions while upholding risk and compliance standards. The role emphasizes a personal, consultative customer experience across channels.

Qualifications

• 1–2 years of relevant experience in customer service or sales.
• Confident with social media, tablets, smartphones, and online tools.
• Strong interpersonal and listening skills.

Responsibilities

• Welcome and guide customers in the branch and promote digital self-service options.
• Identify referral opportunities with BMO partners.
• Conduct client conversations to recommend banking channels and products.
• Resolve customer inquiries and process applications.
• Maintain accurate customer records and support branch operations.

Skills

Customer service

Sales skills

Communication skills

Relationship building

Problem solving

Education

High school diploma

Tools

CRM software

Banking apps

Job description

BMO Financial Group is seeking a Customer Service Associate to deliver exceptional service at the branch level in Minnesota. You will guide customers, provide advice on personal banking and digital options, and collaborate with partners to grow customer relationships.

You’ll identify needs, offer suitable banking channels, and handle everyday transactions while upholding risk and compliance standards. The role emphasizes a personal, consultative customer experience across channels.