Personal Banking Solutions Advisor

Koitecc Solutions; Phoenix, Northern (AZ, KY); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a knowledgeable sales & service professional for Retail Banking to deliver exceptional service, identify customer needs, and guide them to financial solutions across everyday banking, lending, and home financing. The role emphasizes compliance and accurate data handling within the bank’s guidelines.

The candidate will engage customers, present tailored digital options, manage transactions, and collaborate with branches and partners to grow

Qualifications

• 2-3 years of relevant experience.
• Post-secondary degree desirable.
• Lending knowledge and financial services background.
• Strong communication and interpersonal skills.
• Familiar with regulatory requirements.

Responsibilities

• Lead needs-based assessments to grow loyalty.
• Engage customers to identify financial solutions and channels.
• Advise on digital and self-serve options.
• Manage customer transactions and service needs.
• Build relationships within the community.
• Ensure compliance with regulations and lending policies.
• Proactively participate in risk management.
• Collaborate with branch and market team.

Skills

Needs-based selling

Customer relationship

Excellent communication

Problem solving

Regulatory compliance awareness

Education

Post-secondary degree in related field

Relevant lending qualifications

Tools

Tablets

Smartphones

Online banking tools

CRM systems

Job description

BMO Financial Group in the United States is seeking a knowledgeable sales & service professional for Retail Banking to deliver exceptional service, identify customer needs, and guide them to financial solutions across everyday banking, lending, and home financing. The role emphasizes compliance and accurate data handling within the bank’s guidelines.

The candidate will engage customers, present tailored digital options, manage transactions, and collaborate with branches and partners to grow