Branch Client Advisor – Personal Banking & Guidance

BMO Harris Bank; Merrill (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 Harris Bank in Merrill, Wisconsin, is seeking a client-focused team member to greet customers, assess banking needs, and guide them through digital self-serve options. The role emphasizes personal banking guidance, productive conversations, and seamless transaction execution.

You will collaborate with partners to identify referrals, promote appropriate banking channels, and help achieve branch goals while maintaining risk and regulatory standards.

Qualifications

• 1–2 years of relevant experience desirable.
• Consultative customer service or sales experience.
• Strong interpersonal and communication skills.
• Ability to identify referral opportunities.
• Knowledge of personal banking products is a plus.

Responsibilities

• Greet customers in the lobby and guide them through digital/self-serve options.
• Discuss banking needs and recommend products and channels.
• Process transactions accurately and efficiently.
• Identify referral opportunities and collaborate with partners.
• Ensure compliance with risk, privacy, and regulatory requirements.
• Support branch operations and teamwork.

Skills

Customer service

Sales oriented

Interpersonal skills

Problem solving

Communication

Collaborative

Attention to detail

Financial services knowledge

Tools

Tablets

Smartphones

Online tools

Job description

BMO Harris Bank in Merrill, Wisconsin, is seeking a client-focused team member to greet customers, assess banking needs, and guide them through digital self-serve options. The role emphasizes personal banking guidance, productive conversations, and seamless transaction execution.

You will collaborate with partners to identify referrals, promote appropriate banking channels, and help achieve branch goals while maintaining risk and regulatory standards.