Personal Banking Advisor & Relationship Builder

BMO U.S.; San Diego (CA); 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 oriented position in the United States. The role focuses on understanding customer needs and guiding them to appropriate financial solutions with a personal touch.

The position emphasizes collaboration with branch teams and partners to deliver excellent customer experiences and achieve branch goals, while following risk and compliance policies.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.

Responsibilities

• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.

Skills

Customer service

Sales

Communication skills

Problem solving

Team collaboration

Active listening

Social media tools

Tablets

Smartphones

Online tools

Applications

Tools

Social media tools

Tablets

Smartphones

Online tools

Applications

Job description

BMO Financial Group is seeking a customer service oriented position in the United States. The role focuses on understanding customer needs and guiding them to appropriate financial solutions with a personal touch.

The position emphasizes collaboration with branch teams and partners to deliver excellent customer experiences and achieve branch goals, while following risk and compliance policies.