Personal Banking Advisor: Customer Growth & Service

Bank of Montreal; Kokomo (IN); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Kokomo, Indiana, is hiring a lobby-focused banking professional to provide exceptional service and guidance on financial solutions. You will welcome customers, identify needs, and offer personal banking and investment advice while guiding them to digital and self-serve options.

The role emphasizes collaborative work with BMO partners to grow customer relationships, maintain regulatory compliance, and deliver a smooth, personalized customer experience in a fast-paced branch

Qualifications

• 1–2 years of relevant experience and/or certification desirable.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Deliver exceptional service and assist customers in-person and through various channels.
• Collaborate with BMO partners to grow the customer relationship beyond personal banking.
• Guide customers through branch processes and digital/self-serve options to simplify banking.

Skills

Social media

Tablets

Smartphones

Online tools

Consultative selling

Customer service

Sales skills

Interpersonal skills

Listening

Problem solving

Verbal communication

Written communication

Organization skills

Team collaboration

Analytical skills

Education

Experience or certification in related field

Job description

Bank of Montreal in Kokomo, Indiana, is hiring a lobby-focused banking professional to provide exceptional service and guidance on financial solutions. You will welcome customers, identify needs, and offer personal banking and investment advice while guiding them to digital and self-serve options.

The role emphasizes collaborative work with BMO partners to grow customer relationships, maintain regulatory compliance, and deliver a smooth, personalized customer experience in a fast-paced branch