Client Banking Advisor - Personal & Digital Solutions

BMO; Mayville (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

BMO Financial Group is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service and guidance on financial solutions. You will engage customers, promote digital options, and collaborate with partners to enhance the overall experience.

In this role you’ll lead conversations about personal banking and investments, identify opportunities, and support branch operations while ensuring compliance and high ethical standards.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in a related field.
• Familiar with social media, tablets, smartphones, online tools and apps.
• Experience in consultative customer service or sales with focus on personal experience.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and offers financial guidance in customers’ best interests.
• Works with branch and partner channels to meet experience and business goals.
• Identifies referral opportunities to grow customer relationships beyond banking.
• Welcomes and guides customers, promotes digital and self-serve options for easy banking.
• As lobby leader, conducts conversations about banking services and investments.
• Meets transaction-based needs with seamless execution.

Skills

Customer service

Communication

Sales ability

Teamwork

Problem solving

Organization

Job description

BMO Financial Group is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service and guidance on financial solutions. You will engage customers, promote digital options, and collaborate with partners to enhance the overall experience.

In this role you’ll lead conversations about personal banking and investments, identify opportunities, and support branch operations while ensuring compliance and high ethical standards.