Personal Banking Advisor

BMO U.S.; Town of Wausau (WI); Vor Ort; USD 42.000 - 55.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group is seeking a branch‑level professional to deliver exceptional customer service, identify needs, and guide customers toward personal banking and investment options while promoting digital channels.

You will partner with other teams to grow referrals, handle transactions, and maintain compliant, risk-aware service standards, with strong communication and problem-solving skills and flexible shifts.

Qualifikationen

• Experience using social media, tablets, smartphones, and online tools for customer engagement.
• Ability to consult with customers and translate needs into banking solutions.
• Comfort working in a fast-paced branch environment and collaborating with partners.

Aufgaben

• Greet customers entering the branch and guide them to appropriate services.
• Identify customer needs and advise on personal banking and investment options.
• Collaborate with partners to grow referrals and enhance the customer experience.
• Process transactions accurately and handle administrative tasks efficiently.

Kenntnisse

Relationship building

Needs-based selling

Referral opportunities

Financial guidance

Customer service

Communication skills

Jobbeschreibung

BMO Financial Group is seeking a branch‑level professional to deliver exceptional customer service, identify needs, and guide customers toward personal banking and investment options while promoting digital channels.

You will partner with other teams to grow referrals, handle transactions, and maintain compliant, risk-aware service standards, with strong communication and problem-solving skills and flexible shifts.