Branch Banking Advisor - Personal Finance & Solutions

BMO Harris Bank; 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 is seeking an engaged Banking Associate in Wisconsin to deliver exceptional service and guidance on financial solutions. The role emphasizes needs-based conversations, cross-channel collaboration, and promoting digital options to simplify customers' banking experience.

Responsibilities include handling transactions, identifying opportunities, and supporting branch operations while adhering to risk and regulatory requirements.

Qualifications

• Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Collaborates with branch partners to grow relationships beyond personal banking.
• Welcomes customers and explains digital and self-serve options.
• Conducts client conversations about banking services to recommend channels and banking options.
• Supports operational activities and follows risk/compliance processes.

Skills

Social media

Tablets

Smartphones

Online tools

Customer service

Sales approach

Interpersonal skills

Communication

Analytical thinking

Team collaboration

Job description

BMO Financial Group is seeking an engaged Banking Associate in Wisconsin to deliver exceptional service and guidance on financial solutions. The role emphasizes needs-based conversations, cross-channel collaboration, and promoting digital options to simplify customers' banking experience.

Responsibilities include handling transactions, identifying opportunities, and supporting branch operations while adhering to risk and regulatory requirements.