Frontline Personal Banking Advisor

BMO; Sheboygan Falls (WI); On-site; USD 42,000 - 50,000; 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 branch-based associate to deliver exceptional customer service and advise customers on banking solutions. You will welcome customers, identify needs, and guide them to appropriate digital or personal banking options across channels.

The role emphasizes a personal, consultative sales approach, collaborating with partners to grow customer relationships while maintaining risk and compliance with bank policies.

Qualifications

• 1–2 years of relevant experience and/or certification desirable.
• Good verbal & written communication skills.
• Experience in consultative customer service or sales is a plus.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Assists in client conversations about banking services and channels.

Skills

Customer service

Sales

Communication skills

Teamwork

Education

Related field degree or equivalent

Tools

Social media tools

Tablets

Smartphones

Job description

BMO U.S. is seeking a branch-based associate to deliver exceptional customer service and advise customers on banking solutions. You will welcome customers, identify needs, and guide them to appropriate digital or personal banking options across channels.

The role emphasizes a personal, consultative sales approach, collaborating with partners to grow customer relationships while maintaining risk and compliance with bank policies.