Client-Focused Banking Advisor

BMO U.S.; Appleton (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. in Appleton, Wisconsin is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them toward financial solutions across branches and digital channels.

You will welcome customers, discuss banking options, and help them navigate self-serve tools to make banking easy and fast. The role emphasizes lobby leadership, personal banking advice, and collaboration with BMO partners to grow customer relationships while maintaining

Qualifications

• 1–2 years of relevant experience and/or certification in related field desirable or an equivalent combination of education and experience.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Strong interpersonal and communication skills with a customer-focused mindset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects; identifies needs and provides guidance on financial solutions.
• Welcomes customers entering the branch and promotes digital/self-serve options for a quick, easy banking experience.
• Acts as a lobby leader, conducts client conversations about banking services, and refers opportunities to other BMO partners.

Job description

BMO U.S. in Appleton, Wisconsin is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them toward financial solutions across branches and digital channels.

You will welcome customers, discuss banking options, and help them navigate self-serve tools to make banking easy and fast. The role emphasizes lobby leadership, personal banking advice, and collaboration with BMO partners to grow customer relationships while maintaining