Personal Banking Advisor

BMO; Sussex (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a banking professional in Wisconsin to deliver exceptional customer service and consultative guidance across everyday banking, lending, and investment solutions. You will engage customers, perform needs-based assessments, and tailor financial recommendations while ensuring compliance and a strong emphasis on the customer experience.

Collaborating across branches and channels, you will identify opportunities, promote digital options, and support ongoing relationship

Qualifications

• 2-3 years of relevant experience and a post-secondary degree desirable
• Appropriate lending qualifications and designations
• Experience in financial services is an asset
• Strong interpersonal and consultative sales skills

Responsibilities

• Lead needs-based assessments with existing customers and prospects to grow loyalty and identify opportunities
• Advise on financial solutions across everyday banking, investments, lending, home financing, and small business solutions
• Promote digital and self-serve options to make banking easy and fast
• Engage customers to arrange appointments and build new relationships within the community
• Provide guidance while ensuring compliance with lending policies and regulatory requirements

Skills

Customer service

Sales

Needs-based assessments

Credit & lending

Risk awareness

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a banking professional in Wisconsin to deliver exceptional customer service and consultative guidance across everyday banking, lending, and investment solutions. You will engage customers, perform needs-based assessments, and tailor financial recommendations while ensuring compliance and a strong emphasis on the customer experience.

Collaborating across branches and channels, you will identify opportunities, promote digital options, and support ongoing relationship