Personal Banking & Investment Advisor

Bank N.A.; Denver (CO); Presencial; USD 37.000 - 46.000; Jornada completa

Descripción de la vacante

Bank N.A. in Denver seeks a lobby leader to greet customers, assess needs, and recommend banking solutions. The role focuses on delivering a personal customer experience, guiding clients to digital options, and collaborating with partners to grow relationships.

Ideal candidates will have 1–2 years of related experience or education, strong communication skills, and a comfort with social media and mobile tools to support service excellence.

Formación

• 1–2 years of relevant experience and/or certification in related field of study desirable
• Social media, tablets, smartphones, and online tools experience preferred
• Capacity to deliver a personal customer experience in a consultative setting

Responsabilidades

• Welcomes and guides customers entering the branch lobby and explains digital/self-serve options
• Conducts client conversations to understand banking needs and suggests appropriate solutions
• Identifies referral opportunities with BMO partners to grow customer relationships
• Supports branch operations including inventory management, filing, and opening/closing activities

Conocimientos

Customer service

Consultative selling

Interpersonal skills

Problem solving

Listening

Communication skills

Educación

Related field of study

Descripción del empleo

Bank N.A. in Denver seeks a lobby leader to greet customers, assess needs, and recommend banking solutions. The role focuses on delivering a personal customer experience, guiding clients to digital options, and collaborating with partners to grow relationships.

Ideal candidates will have 1–2 years of related experience or education, strong communication skills, and a comfort with social media and mobile tools to support service excellence.