Personal Banking Advisor & Customer Growth Partner

BMO U.S.; Algonquin (IL); 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 leader/personal banking advisor to guide customers in-branch and across channels. You will identify needs, provide guidance on banking solutions, and partner with BMO teams to deliver exceptional service and achieve branch objectives.

You will welcome customers, discuss digital options, and conduct needs-based conversations to uncover opportunities in personal banking and credit card needs while ensuring accuracy and privacy.

Qualifications

• 1–2 years of relevant experience and/or certification in related field of study desirable.
• Strong interpersonal and communication skills.
• Experience in consultative customer service or sales roles.

Responsibilities

• Welcomes and guides customers, offers advice on digital/self-serve options.
• Identifies referral opportunities to grow customer relationships.
• Provides personal banking and investment advice in conversations.
• Assists in meeting branch business results and customer experience.

Skills

Customer service

Consultative selling

Interpersonal skills

Communication

Collaboration

Team player

Problem solving

Analytical thinking

Risk awareness

Self-starter

Tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is seeking a customer-focused lobby leader/personal banking advisor to guide customers in-branch and across channels. You will identify needs, provide guidance on banking solutions, and partner with BMO teams to deliver exceptional service and achieve branch objectives.

You will welcome customers, discuss digital options, and conduct needs-based conversations to uncover opportunities in personal banking and credit card needs while ensuring accuracy and privacy.