Personal Banking Advisor

Bank of Montreal; Cedarburg (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Life insurance

Job summary

Bank of Montreal in Wisconsin seeks a customer-focused associate to deliver exceptional service and guidance on a range of financial solutions. You will identify needs, discuss banking options, and guide customers through digital channels to enhance convenience and satisfaction.

The role emphasizes collaboration with branch teams and BMO partners, with a focus on building lasting relationships and meeting branch objectives while maintaining risk and compliance standards.

Qualifications

• 1–2 years of relevant experience desirable or equivalent combination of education and experience.
• Canada only: registration to sell investment products completed or in progress.
• Strong interpersonal and communication skills; ability to build rapport with customers.

Responsibilities

• Welcome and guide customers in the branch lobby and through digital options.
• Identify customer needs and advise on financial solutions.
• Collaborate with branch team and BMO partners to enhance customer experience.
• Proactively look for referral opportunities to grow customer relationships.
• Support risk and compliance processes and ensure privacy and security.

Skills

Customer service

Sales

Communication

Financial products knowledge

Teamwork

Education

High school diploma or equivalent

Tools

CRM software

Online banking platforms

Job description

Bank of Montreal in Wisconsin seeks a customer-focused associate to deliver exceptional service and guidance on a range of financial solutions. You will identify needs, discuss banking options, and guide customers through digital channels to enhance convenience and satisfaction.

The role emphasizes collaboration with branch teams and BMO partners, with a focus on building lasting relationships and meeting branch objectives while maintaining risk and compliance standards.