Personal Banking Advisor & Relationship Builder

BMO Harris Bank; Lakewood (CO); 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 Harris Bank is seeking a customer-focused banking professional in Colorado. You will deliver exceptional service to customers and prospects, guide them through personal banking options, and collaborate with branch partners to grow relationships.

Responsibilities include needs-based conversations, guiding customers to digital channels, and contributing to branch performance while following risk and compliance processes.

Qualifications

• 1-2 years of relevant experience and/or certification in related field desirable or equivalent combo of education and experience.
• Strong customer service or sales background with a drive to deliver a personal customer experience.
• Confident using social media, tablets, smartphones, and online tools.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch partners to identify referral opportunities and grow customer relationships.
• Welcomes and guides customers in the branch lobby and explains digital and self-serve options.
• Probes to understand personal banking and credit card needs and recommends suitable solutions.
• Works to meet branch business results and delivers strong customer experience.

Skills

Customer service

Sales

Communication

Interpersonal skills

Tools

Social media

Tablet

Smartphone

Online tools

Job description

BMO Harris Bank is seeking a customer-focused banking professional in Colorado. You will deliver exceptional service to customers and prospects, guide them through personal banking options, and collaborate with branch partners to grow relationships.

Responsibilities include needs-based conversations, guiding customers to digital channels, and contributing to branch performance while following risk and compliance processes.