Banking Advisor: Personal Solutions & Investments

BMO U.S.; Town of Antigo (WI); On-site; USD 42,000 - 55,000; 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 Branch Associate to deliver exceptional service in the lobby, identify customer needs, and guide customers toward digital and self-serve options. You will collaborate with partners to grow relationships, perform transaction-based service, and contribute to branch results while maintaining regulatory compliance and privacy.

The role may involve work at multiple branches with varying schedules and a focus on risk management and customer

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field of study desirable.
• Some experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Welcome and guide customers in the branch, explaining digital and self-serve options.
• Collaborate with BMO partners to identify referral opportunities and grow relationships.
• Provide personal banking and investment advice during client conversations.
• Meet customer needs with seamless transaction execution and accurate processing.
• Follow risk and regulatory requirements to protect customer assets and privacy.

Skills

Customer service

Sales

Banking knowledge

Communication

Job description

BMO Financial Group in the United States is seeking a Branch Associate to deliver exceptional service in the lobby, identify customer needs, and guide customers toward digital and self-serve options. You will collaborate with partners to grow relationships, perform transaction-based service, and contribute to branch results while maintaining regulatory compliance and privacy.

The role may involve work at multiple branches with varying schedules and a focus on risk management and customer