Branch Personal Banking Advisor & Solutions

BMO Harris Bank; Manitowoc (WI); On-site; USD 42,000 - 55,000; Full time

Job summary

BMO Harris Bank is seeking a Branch Associate in Manitowoc, WI to deliver exceptional customer service and guide clients through personal banking and investment opportunities. You will collaborate with branch partners to grow customer relationships and promote digital self-serve options.

You’ll welcome customers, conduct needs-based conversations, and execute transactions with accuracy. The role emphasizes compliance, risk awareness, and maintaining up-to-date knowledge of banking products,

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, Smart phones, 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.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.

Skills

Social media proficiency

Tablet & smartphone use

Online tools proficiency

Consultative customer service

Sales instincts

Interpersonal skills

Listening & problem solving

Collaboration

Communication skills

Job description

BMO Harris Bank is seeking a Branch Associate in Manitowoc, WI to deliver exceptional customer service and guide clients through personal banking and investment opportunities. You will collaborate with branch partners to grow customer relationships and promote digital self-serve options.

You’ll welcome customers, conduct needs-based conversations, and execute transactions with accuracy. The role emphasizes compliance, risk awareness, and maintaining up-to-date knowledge of banking products,