Retail Banking & Solutions Advisor

Colorado Psychiatric; Greenwood Village, Northern (CO, KY); Hybrid; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group's Greenwood Village branch is seeking a customer-focused professional to deliver exceptional service and guidance to customers and prospects. You will identify needs, present financial solutions, and collaborate with branch partners to drive sales and service excellence across everyday banking, lending, and digital options.

Responsibilities include leading needs assessments, recommending tailored products, processing transactions, and maintaining compliant, accurate data

Qualifications

• Typically 2-3 years of relevant experience and post-secondary degree desirable or equivalent combination of education and experience.

Responsibilities

• Engages customers to identify needs and provide tailored financial solutions.
• Proactively engages with existing customers and prospects to grow loyalty and opportunities.
• Guides customers to digital and self-serve options to make banking easy and fast.
• Processes customer transactions and supports branch operations.
• Builds relationships through community outreach and appointments.
• Ensures accuracy of data entry and lending applications in compliance with policies.

Skills

Customer service

Sales ability

Communication skills

Problem solving

Team collaboration

Organization

Education

Post-secondary degree desirable

Tools

CRM software

Job description

BMO Financial Group's Greenwood Village branch is seeking a customer-focused professional to deliver exceptional service and guidance to customers and prospects. You will identify needs, present financial solutions, and collaborate with branch partners to drive sales and service excellence across everyday banking, lending, and digital options.

Responsibilities include leading needs assessments, recommending tailored products, processing transactions, and maintaining compliant, accurate data