Personal Banking Associate - Expert Customer Guidance

BMO U.S.; Oregon (WI); On-site; USD 42,000 - 55,000; 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 lobby-focused Banking Sales & Service professional to deliver exceptional customer experiences in a branch setting within the United States. You will guide customers through banking options, identify needs, and reference digital tools to expedite transactions while collaborating with partners to expand relationships and referrals.

The role emphasizes personalized service, adherence to regulatory requirements, and teamwork across channels to meet branch targets.

Qualifications

• 1-2 years of relevant experience and/or certification in related field desirable or equivalent education/experience.
• Consultative customer service or sales experience preferred.
• Knowledge of personal banking products is advantageous.
• Strong interpersonal and listening skills with ability to build rapport.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Collaborate with partners to grow customer relationships and refer opportunities.
• Support branch operations and ensure accurate, complete information.

Skills

Customer service

Sales

Communication

Problem solving

Team collaboration

Job description

BMO Financial Group is seeking a lobby-focused Banking Sales & Service professional to deliver exceptional customer experiences in a branch setting within the United States. You will guide customers through banking options, identify needs, and reference digital tools to expedite transactions while collaborating with partners to expand relationships and referrals.

The role emphasizes personalized service, adherence to regulatory requirements, and teamwork across channels to meet branch targets.