Personal Banking Advisor & Solutions Consultant

BMO U.S.; Frisco (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 Financial Group is seeking a customer-focused Banking Sales & Service professional in Frisco, CO. You will identify customer needs, provide advice on financial solutions, and collaborate with branch partners to deliver an exceptional experience across channels.

You will guide customers toward digital options, conduct needs-based conversations, and support risk and compliance procedures while contributing to branch performance and customer satisfaction.

Qualifications

• 1–2 years of relevant experience desirable or equivalent combination of education and experience
• Confident and experienced in using social media, tablets, smartphones, online tools and applications
• Some experience in consultative customer service or sales roles
• Basic knowledge of specialized sales and business banking solutions
• Strong verbal and written communication, organization, collaboration and analytical/problem-solving abilities

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Works with branch partners to deliver the customer experience and growth.
• Guides customers to digital and self-serve options for easy banking.
• Engages in needs-based conversations and cross-sell opportunities within regulatory requirements.
• Supports risk and compliance processes and protects customer assets.

Skills

Social media

Tablets

Smartphones

Online tools

Applications

Consultative sales

Business banking solutions

Verbal communication

Written communication

Organization skills

Collaboration

Analytical skills

Job description

BMO Financial Group is seeking a customer-focused Banking Sales & Service professional in Frisco, CO. You will identify customer needs, provide advice on financial solutions, and collaborate with branch partners to deliver an exceptional experience across channels.

You will guide customers toward digital options, conduct needs-based conversations, and support risk and compliance procedures while contributing to branch performance and customer satisfaction.