Branch Banking Advisor & Customer Experience Lead

BMO Harris Bank; Sheboygan Falls (WI); On-site; USD 41,714 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

The Hispanic Alliance for Career Enhancement is seeking a customer service representative to deliver exceptional service to BMO customers in Sheboygan Falls, Wisconsin. This role requires identifying customer needs and providing tailored financial solutions through collaboration with partners.

The ideal candidate will have relevant experience in customer service and sales, strong interpersonal skills, and a commitment to helping customers. This position offers a salary between $41,714.00 and $50,000.00 and includes benefits like health insurance and retirement savings plans.

Qualifications

• Some experience in a consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Verbal and written communication skills.

Responsibilities

• Collaborates with partners to identify referral opportunities.
• Guides customers in the branch and provides banking advice.
• Meets customer transaction needs with seamless execution.

Skills

Customer service experience

Consultative sales skills

Social media proficiency

Problem-solving ability

Strong interpersonal skills

Education

1 - 2 years of relevant experience or certification in related field

Job description

The Hispanic Alliance for Career Enhancement is seeking a customer service representative to deliver exceptional service to BMO customers in Sheboygan Falls, Wisconsin. This role requires identifying customer needs and providing tailored financial solutions through collaboration with partners.

The ideal candidate will have relevant experience in customer service and sales, strong interpersonal skills, and a commitment to helping customers. This position offers a salary between $41,714.00 and $50,000.00 and includes benefits like health insurance and retirement savings plans.