Client-Focused Banking Advisor

BMO; Appleton (AL); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO is seeking a client-focused associate in Retail Banking Sales & Service to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across branch and digital channels. You will welcome customers, discuss personal banking, credit cards, and investments, and collaborate with partners to grow relationships while ensuring risk and regulatory compliance.

Join a collaborative branch team and help drive customer satisfaction, process applications, and stay

Qualifications

• 1–2 years of relevant experience in customer service or sales.
• Comfort with social media, tablets, smartphones, and online tools.
• Desire to deliver a personal customer experience and meet targets.

Responsibilities

• Welcomes and guides customers in the branch, promoting digital options.
• Recommends banking solutions and cross-sells where appropriate.
• Contributes to meeting branch business results and customer experience.
• Supports operational activities and ensures accurate, complete records.

Skills

Customer service

Consultative selling

Relationship building

Communication skills

Self-starting

Team collaboration

Adaptability

Education

Experience in sales or customer service

Tools

Social media tools

Online banking tools

Job description

BMO is seeking a client-focused associate in Retail Banking Sales & Service to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across branch and digital channels. You will welcome customers, discuss personal banking, credit cards, and investments, and collaborate with partners to grow relationships while ensuring risk and regulatory compliance.

Join a collaborative branch team and help drive customer satisfaction, process applications, and stay