Client-First Banker & Personal Finance Advisor

BMO; 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 in Wisconsin seeks a customer-focused professional to welcome customers, offer guidance on banking services, and promote digital and self-serve options. The role emphasizes needs-based conversations, collaboration with branch partners, and delivering an exceptional customer experience across channels.

The candidate will handle routine transactions, identify opportunities for personal banking and credit card needs, and support branch operations while maintaining compliance and risk controls.

Job description

BMO in Wisconsin seeks a customer-focused professional to welcome customers, offer guidance on banking services, and promote digital and self-serve options. The role emphasizes needs-based conversations, collaboration with branch partners, and delivering an exceptional customer experience across channels.

The candidate will handle routine transactions, identify opportunities for personal banking and credit card needs, and support branch operations while maintaining compliance and risk controls.