Personal Banking Advisor

Hispanic Alliance for Career Enhancement; Town of Middleton (WI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Wisconsin is seeking a customer-focused role within Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide customers toward suitable banking solutions to make banking easy, fast, and secure.

You will collaborate with branch partners, promote digital channels, and support daily operations while upholding regulatory and ethical standards. This salaried position offers growth opportunities in a market-focused banking team.

Qualifications

• 1–2 years of related experience or certification are desirable
• Experience in consultative sales or customer service
• Basic knowledge of personal banking products and credit cards

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions that are in the best interests of customers.
• Collaborates with branch partners to identify referral opportunities that grow the customer's relationship with BMO.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice on digital and self-serve options.
• Assists in client conversations about banking services to recommend channels and provide personal banking and investment guidance.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages in needs-based conversations to address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (inventory management, escalated service requests, following up on applications, filing, opening/closing activities).
• Acts as a key member of a collaborative branch and market team.
• Takes initiative to tailor conversations to make each customer experience personal.
• Keeps current with the wider financial services marketplace and regulatory environment.
• Protects the Bank's assets in compliance with policy documents and regulations.

Skills

Customer service

Sales skills

Banking product knowledge

Communication skills

Team collaboration

Job description

BMO Financial Group in Wisconsin is seeking a customer-focused role within Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide customers toward suitable banking solutions to make banking easy, fast, and secure.

You will collaborate with branch partners, promote digital channels, and support daily operations while upholding regulatory and ethical standards. This salaried position offers growth opportunities in a market-focused banking team.