Personal Banking Advisor

BMO U.S.; Town of Middleton (WI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Wisconsin seeks a customer-focused banker to deliver exceptional service, identify needs, and guide customers to suitable banking and investment solutions. You will work with branch teams and partners to enhance the overall customer experience and grow relationships.

The role involves welcoming customers, discussing digital and self-serve options, and providing personal banking guidance while ensuring compliance and risk controls are followed.

Qualifications

• 1–2 years of relevant experience or certification in related field desirable.
• Desirable or equivalent combination of education and experience.
• Comfort with social media and digital tools for customer engagement.
• Ability to refer customers to specialized banking products.

Responsibilities

• Welcomes and guides customers in the branch and via channels.
• Identifies needs and offers banking and investment guidance.
• Collaborates with partners to referrals and cross-sell.
• Transacts customer requests with accurate execution.
• Maintains knowledge of personal banking products and trends.
• Adheres to risk, compliance, and privacy requirements.

Skills

Social media use

Tablets

Smartphones

Online tools

Applications

Consultative selling

Personal banking knowledge

Tools

Investment products knowledge

Job description

BMO Financial Group in Wisconsin seeks a customer-focused banker to deliver exceptional service, identify needs, and guide customers to suitable banking and investment solutions. You will work with branch teams and partners to enhance the overall customer experience and grow relationships.

The role involves welcoming customers, discussing digital and self-serve options, and providing personal banking guidance while ensuring compliance and risk controls are followed.