Client-Focused Banker: Personal Banking & Growth

BMO; 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 is seeking a branch-focused professional to deliver exceptional customer service, identify financial solutions, and collaborate with partners to drive customer experience. The role involves guiding customers, discussing banking options, and meeting branch targets while adhering to risk and regulatory requirements.

The position emphasizes personal banking expertise, relationship building, and a flexible schedule across multiple branches or channels to meet market needs.

Qualifications

• 1–2 years of relevant experience and/or certification in related field of study desirable or equivalent combination of education and experience.

Responsibilities

• Greet and guide customers in the branch lobby, offering advice on digital and self-serve options.
• Identify referral opportunities with partners to grow customer relationships with BMO.
• Conduct needs-based conversations to discuss personal banking and credit card needs.
• Support branch operations, including filing, account openings, and service requests.
• Follow risk, privacy, and regulatory requirements in all customer interactions.

Skills

Customer service

Sales

Communication

Collaboration

Problem solving

Organization

Job description

BMO Financial Group is seeking a branch-focused professional to deliver exceptional customer service, identify financial solutions, and collaborate with partners to drive customer experience. The role involves guiding customers, discussing banking options, and meeting branch targets while adhering to risk and regulatory requirements.

The position emphasizes personal banking expertise, relationship building, and a flexible schedule across multiple branches or channels to meet market needs.