Retail Banking Relationship Advisor

Hispanic Alliance for Career Enhancement; Wheaton (IL); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group seeks a customer-focused associate to deliver exceptional service across banking channels in the United States. You'll identify customer needs and provide guidance on financial solutions that align with their goals, collaborating with branch teams to meet business objectives.

You will engage customers in needs assessments, present tailored banking options including everyday banking, lending, and small business solutions, and promote digital self-service tools to simplify

Qualifications

• Experience in financial services is an asset.
• Strong customer service and sales orientation.
• Ability to analyze customer needs and recommend solutions.

Responsibilities

• Engages customers to identify needs and offers tailored financial solutions across everyday banking, investments, lending, and business needs.
• Promotes digital and self-serve options to simplify banking for customers.
• Takes a lead in engaging with customers to assess needs and grow loyalty.

Skills

Customer service

Sales

Financial guidance

Interpersonal skills

Problem solving

Education

Post-secondary degree

Tools

Social media tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group seeks a customer-focused associate to deliver exceptional service across banking channels in the United States. You'll identify customer needs and provide guidance on financial solutions that align with their goals, collaborating with branch teams to meet business objectives.

You will engage customers in needs assessments, present tailored banking options including everyday banking, lending, and small business solutions, and promote digital self-service tools to simplify