Personal Banking & Investment Advisor

BMO Harris Bank; Tualatin (OR); 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 Harris Bank is seeking a customer-focused Banking Clerk to deliver exceptional service in a busy branch. You will identify customer needs, guide them to appropriate financial solutions, and collaborate with partners to grow relationships.

The role emphasizes personal banking, digital channels, and a supportive team environment. Ideal candidates have 1–2 years in customer service or sales, strong communication skills, and a commitment to compliant, ethical banking practices.

Qualifications

• 1–2 years of relevant experience or equivalent education.
• Confident with social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales roles.
• Knowledge of basic sales and business banking solutions.
• Strong verbal and written communication skills.

Responsibilities

• Welcomes customers and guides them to banking solutions that fit their needs.
• Identifies referral opportunities to deepen relationships with BMO customers.
• Provides guidance on digital and self-serve options for easy, fast banking.
• Supports branch operations and participates in risk and compliance processes.

Skills

Customer service

Sales experience

Communication skills

Team collaboration

Problem solving

Job description

BMO Harris Bank is seeking a customer-focused Banking Clerk to deliver exceptional service in a busy branch. You will identify customer needs, guide them to appropriate financial solutions, and collaborate with partners to grow relationships.

The role emphasizes personal banking, digital channels, and a supportive team environment. Ideal candidates have 1–2 years in customer service or sales, strong communication skills, and a commitment to compliant, ethical banking practices.