Personal Banking & Investment Advisor

BMO; Iowa (LA); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Accident & life insurance

Job summary

BMO U.S. is seeking a customer-focused lobby associate to deliver exceptional service and guide customers through banking options in the branch. You will identify needs, provide advice on financial solutions, and work with partners to grow customer relationships across channels.

The role relies on strong communication, problem-solving, and teamwork, with a focus on accurate processing, risk awareness, and a personal customer experience. Salary ranges reflect market levels in the U.S.

Qualifications

• 1–2 years of relevant experience in customer service or sales.
• Ability to use social media, tablets, smartphones, online tools.
• Strong desire to deliver personal customer experience.
• Knowledge of banking products is a plus.

Responsibilities

• Assist customers entering the branch with banking options.
• Identify needs and provide advice on financial solutions.
• Collaborate with partners to refer opportunities.
• Ensure accurate handling of applications and compliance.

Skills

Customer service

Sales experience

Communication

Problem solving

Relationship building

Team collaboration

Financial services knowledge

Job description

BMO U.S. is seeking a customer-focused lobby associate to deliver exceptional service and guide customers through banking options in the branch. You will identify needs, provide advice on financial solutions, and work with partners to grow customer relationships across channels.

The role relies on strong communication, problem-solving, and teamwork, with a focus on accurate processing, risk awareness, and a personal customer experience. Salary ranges reflect market levels in the U.S.