Client-Focused Banker | Personal Banking Guidance

BMO; Village of Rib Mountain (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 U.S. is seeking a customer-focused professional to deliver exceptional banking guidance to customers and prospects in Wisconsin.

You will identify needs, promote financial solutions, and collaborate with branch teams and partners to ensure a seamless, personal customer experience. In this role, you will guide customers toward digital options, support daily banking transactions, and contribute to branch performance while adhering to risk and compliance standards.

Qualifications

• 1–2 years of relevant experience or certification in related field desirable
• Confident with social media, tablets, smartphones, online tools, and applications
• Experience in consultative customer service or sales
• Basic knowledge of sales and business banking solutions to refer to specialists
• Strong communication and problem-solving skills

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance regarding financial solutions.
• Collaborates with branch and BMO partners to deliver a strong customer experience.
• Guides customers to digital and self-serve options and personal banking advice.
• Supports operational activities and risk/compliance processes.
• Contributes to branch business results and customer experience.
• May work at multiple branches or through various channels based on market needs.

Skills

Customer service

Sales

Communication

Team collaboration

Problem solving

Tools

Tablets

Smartphones

Online tools

Applications

Job description

BMO U.S. is seeking a customer-focused professional to deliver exceptional banking guidance to customers and prospects in Wisconsin.

You will identify needs, promote financial solutions, and collaborate with branch teams and partners to ensure a seamless, personal customer experience. In this role, you will guide customers toward digital options, support daily banking transactions, and contribute to branch performance while adhering to risk and compliance standards.