Personal Banking Advisor

BMO U.S.; Milwaukee (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 Financial Group in Milwaukee is seeking a client-focused Banking Advisor to deliver exceptional service, identify customer needs, and guide customers on digital and self-serve options. You will collaborate with branch teams and BMO partners to strengthen customer relationships and meet business objectives.

The role emphasizes a personal banking experience, needs-based conversations, and risk-conscious conduct while supporting branch operations and performance goals.

Qualifications

• Typically 1–2 years of experience in customer service or sales.
• Comfort with social media, tablets, smartphones, and online tools.
• Ability to deliver a personal customer experience and consultative service.

Responsibilities

• Welcome customers in the branch and guide them to digital/self-serve options.
• Identify customer needs and advise on financial solutions in their best interests.
• Collaborate with partners to grow relationships beyond personal banking.

Skills

Customer service

Consultative sales

Relationship building

Digital banking guidance

Communication skills

Team collaboration

Job description

BMO Financial Group in Milwaukee is seeking a client-focused Banking Advisor to deliver exceptional service, identify customer needs, and guide customers on digital and self-serve options. You will collaborate with branch teams and BMO partners to strengthen customer relationships and meet business objectives.

The role emphasizes a personal banking experience, needs-based conversations, and risk-conscious conduct while supporting branch operations and performance goals.