Personal Banking Advisor & Customer Solutions

BMO; Des Moines (CA); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is seeking a branch-based lobby leader to deliver exceptional service, identify customer needs, and advise on financial solutions across personal banking and investments. You will work with partners to grow relationships and guide customers through digital and self-serve options.

The role emphasizes guidance, collaboration, and risk-conscious service delivery in a dynamic retail banking environment.

Qualifications

• Typically between 1–2 years of relevant experience or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, online tools, and applications.
• Some experience in a consultative customer service or sales role.
• Ability to identify referral opportunities and advise customers on financial solutions.

Responsibilities

• Welcomes and guides customers as they enter the branch and explains available digital options.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Collaborates with BMO partners to identify referral opportunities that grow the customer relationship.
• Maintains accuracy of customer profiles and completes transactions with a focus on service quality.
• Supports risk and compliance processes to safeguard customers' assets and ensure regulatory adherence.

Skills

Customer service

Sales skills

Communication

Collaboration

Problem solving

Organization

Job description

BMO Financial Group is seeking a branch-based lobby leader to deliver exceptional service, identify customer needs, and advise on financial solutions across personal banking and investments. You will work with partners to grow relationships and guide customers through digital and self-serve options.

The role emphasizes guidance, collaboration, and risk-conscious service delivery in a dynamic retail banking environment.