Branch Banking Advisor

BMO Harris Bank; Town of Mayville (WI); Vor Ort; USD 42.000 - 55.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Retirement savings plans

Zusammenfassung

BMO Harris Bank in Wisconsin is seeking a customer-focused professional for a Retail Banking Sales & Service role. You will identify customer needs and guide them to suitable financial solutions while collaborating with branch teams and partners to deliver a superior client experience.

As a lobby leader, you welcome customers, discuss digital options, and perform needs-based conversations to address personal banking and credit card needs.

Qualifikationen

• 1–2 years of relevant experience in retail banking or customer service.
• Demonstrated ability to identify customer needs and recommend banking solutions.
• Strong verbal and written communication, with a customer-focused mindset.

Aufgaben

• Welcomes customers in the branch and guides them to banking options.
• Identify referral opportunities and collaborate with partners to grow relationships.
• Conduct needs-based conversations to discuss personal banking and credit card needs.
• Supports branch operations and ensures accurate records and compliant processes.

Kenntnisse

Customer service

Sales experience

Communication skills

Team collaboration

Analytical problem solving

Tools

Tablets

Smartphones

Online banking tools

Jobbeschreibung

BMO Harris Bank in Wisconsin is seeking a customer-focused professional for a Retail Banking Sales & Service role. You will identify customer needs and guide them to suitable financial solutions while collaborating with branch teams and partners to deliver a superior client experience.

As a lobby leader, you welcome customers, discuss digital options, and perform needs-based conversations to address personal banking and credit card needs.