Personal Banking Advisor

Bank N.A.; Sheboygan Falls (WI); On-site; USD 37,000 - 46,000; Full time

Job summary

Bank N.A. is seeking a friendly lobby leader to welcome customers, assess banking needs, and guide them through available digital options. You will engage customers in needs-based conversations and promote suitable financial solutions to build lasting relationships.

The role emphasizes strong service delivery, collaboration with branch teams, and the ability to drive referrals to enhance the customer experience and meet branch goals. On-site presence in Wisconsin is required.

Qualifications

• Experience in consultative customer service or sales roles.
• Basic knowledge of financial services and banking products is a plus.
• Strong interpersonal and listening skills.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby and offers guidance on digital and self-serve options.
• Delivers personalized banking advice and identifies opportunities to refer customers to BMO partners to enhance relationships.
• Contributes to meeting branch business results and customer experience across channels.
• Supports daily branch operations including inquiries, applications, and routine tasks.
• Maintains awareness of banking policies, risk, and regulatory requirements.

Skills

Customer service

Sales

Communication

Problem solving

Team collaboration

Organization

Analytical skills

Job description

Bank N.A. is seeking a friendly lobby leader to welcome customers, assess banking needs, and guide them through available digital options. You will engage customers in needs-based conversations and promote suitable financial solutions to build lasting relationships.

The role emphasizes strong service delivery, collaboration with branch teams, and the ability to drive referrals to enhance the customer experience and meet branch goals. On-site presence in Wisconsin is required.