Personal Banking & Investment Advisor

BMO; Kokomo (IN); 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 in Kokomo, Indiana, is seeking a branch-based Retail Banking Sales & Service professional to deliver exceptional customer experiences. You will identify customer needs, offer financial solutions, and collaborate with partners to deepen relationships while promoting digital channels for convenient banking.

The role emphasizes consultative selling, personal service, and teamwork within a branch and across channels, with adherence to risk and regulatory requirements.

Qualifications

• 1–2 years of relevant experience or certification in related field desirable
• Experience in consultative customer service or sales roles
• Good verbal and written communication skills
• Ability to build rapport and trust with customers
• Basic knowledge of sales and business banking solutions

Responsibilities

• Delivers exceptional service to customers and prospects
• Identifies needs and provides guidance on financial solutions
• Collaborates with partners to grow customer relationships
• Guides customers to digital/self-serve options and channels
• Performs branch operations and supports risk/compliance processes

Skills

Customer service

Sales

Communication skills

Teamwork

Problem solving

Job description

BMO in Kokomo, Indiana, is seeking a branch-based Retail Banking Sales & Service professional to deliver exceptional customer experiences. You will identify customer needs, offer financial solutions, and collaborate with partners to deepen relationships while promoting digital channels for convenient banking.

The role emphasizes consultative selling, personal service, and teamwork within a branch and across channels, with adherence to risk and regulatory requirements.