Retail Banking Solutions Advisor

BMO Harris Bank; Avon (IN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank is seeking a Retail Banking Sales & Service specialist in the United States. You will deliver exceptional service, assess customer needs, and guide clients in choosing banking solutions such as everyday banking, lending, and small business options.

You will work collaboratively within branches and across channels, building relationships and addressing inquiries with a focus on compliant, personalized advice.

Qualifications

• Experience in financial services or customer-facing sales is preferred.
• Post-secondary degree in a related field is desirable.
• Strong knowledge of customer needs assessment and financial solutions.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and advise on financial solutions.
• Lead needs assessments and grow loyalty through tailored recommendations.
• Engage customers to grow business and build community relationships.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Customer service

Sales mindset

Communication

Problem solving

Organization

Interpersonal skills

Active listening

Team collaboration

Education

Bachelor's degree or higher

Tools

CRM systems

Tablets/Smartphones

Job description

BMO Harris Bank is seeking a Retail Banking Sales & Service specialist in the United States. You will deliver exceptional service, assess customer needs, and guide clients in choosing banking solutions such as everyday banking, lending, and small business options.

You will work collaboratively within branches and across channels, building relationships and addressing inquiries with a focus on compliant, personalized advice.