Personal Banking Advisor

Bank of Montreal; Appleton (WI); 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

Bank of Montreal (BMO) in Wisconsin is seeking an enthusiastic lobby leader to deliver exceptional service to customers and prospects. You will identify needs and guide them to suitable financial solutions, collaborating with branch partners to meet branch and market goals.

Role emphasizes personal interaction, a consultative sales approach, and navigating digital/self-serve options to simplify banking. Prior experience in a service/sales role is valued.

Qualifications

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

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Works collaboratively within the branch and with BMO partners to deliver the customer experience.

Skills

Customer service

Sales focus

Interpersonal skills

Communication skills

Problem solving

Team collaboration

Adaptability

Attention to detail

Job description

Bank of Montreal (BMO) in Wisconsin is seeking an enthusiastic lobby leader to deliver exceptional service to customers and prospects. You will identify needs and guide them to suitable financial solutions, collaborating with branch partners to meet branch and market goals.

Role emphasizes personal interaction, a consultative sales approach, and navigating digital/self-serve options to simplify banking. Prior experience in a service/sales role is valued.