Retail Banking Solutions Advisor

BMO Harris Bank; Gilbert (AZ); On-site; 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 Harris Bank in Gilbert, AZ is seeking a customer-focused Banking Associate. You will deliver exceptional service, assess customer needs, and guide clients to financial solutions across everyday banking, lending, and investments while collaborating with branch partners to meet business objectives.

Ideal candidates typically have 2-3 years of relevant experience, strong communication and problem-solving skills, and a post-secondary degree or equivalent experience.

Qualifications

• Experience in financial services is an asset.
• Strong interpersonal and communication skills.
• Ability to analyze customer needs and provide solutions.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and guides to financial solutions across banking channels.
• Engages in needs assessments to grow loyalty and opportunities.
• Supports transactions and collaborates with branch team to meet objectives.
• Ensures compliance with risk, legal, and lending policies.

Skills

Customer service

Sales acumen

Communication

Problem solving

Team collaboration

Education

Post-secondary degree or equivalent

Job description

BMO Harris Bank in Gilbert, AZ is seeking a customer-focused Banking Associate. You will deliver exceptional service, assess customer needs, and guide clients to financial solutions across everyday banking, lending, and investments while collaborating with branch partners to meet business objectives.

Ideal candidates typically have 2-3 years of relevant experience, strong communication and problem-solving skills, and a post-secondary degree or equivalent experience.