Client Banking Advisor: Build Relationships & Advise

BMO U.S.; Muskego (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 in Wisconsin seeks a customer-focused Banking Sales & Service Specialist to welcome customers, assess needs, and provide guidance on personal banking and digital options to make banking easy, fast, and secure for every visitor.

You will collaborate with branch teammates and BMO partners to identify referral opportunities, support daily operations, ensure compliance, and contribute to an outstanding customer experience that drives business results.

Qualifications

• 1–2 years of relevant experience desirable or an equivalent combination of education and experience.
• Confident in the use of social media, tablets, smartphones, online tools and applications.
• Strong interpersonal, listening and problem-solving skills with a consultative approach.

Responsibilities

• Welcomes and guides customers, identifying needs and offering personal banking and credit card advice.
• Collaborates with BMO partners to identify referral opportunities and grow relationships beyond personal banking.
• Supports branch operations, risk/compliance processes, and day-to-day activities to deliver a seamless customer experience.

Skills

Customer service

Sales

Communication

Teamwork

Job description

BMO Financial Group in Wisconsin seeks a customer-focused Banking Sales & Service Specialist to welcome customers, assess needs, and provide guidance on personal banking and digital options to make banking easy, fast, and secure for every visitor.

You will collaborate with branch teammates and BMO partners to identify referral opportunities, support daily operations, ensure compliance, and contribute to an outstanding customer experience that drives business results.