Personal Banking Advisor

Bank of Montreal; Wauwatosa (WI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

Bank of Montreal is hiring a lobby leader in Wisconsin to deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions. The role emphasizes collaboration with branch partners to expand relationships and promote digital banking options.

The position requires strong communication, sales aptitude, and a proactive, customer-focused mindset within a team-driven environment.

Qualifications

• Confident and experienced in using social media, tablets, smartphones, online tools and applications.
• Some experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.
• Verbal and written communication skills, organization and collaboration are strong.
• Basic specialized knowledge in personal banking products and services and the ability to reference referrals when appropriate.

Responsibilities

• Delivers exceptional service to BMO customers and prospects and identifies needs.
• Provides advice and guidance on financial solutions aligned with customers' best interests.
• Collaborates with BMO partners to grow customer relationships beyond personal banking.
• Guides customers to digital and self-serve options to streamline banking.
• Contributes to branch business results, risk management and compliance, and operational tasks.

Skills

Customer service

Sales experience

Consultative selling

Communication skills

Adaptability

Tech savviness

Tools

Social media

Tablets

Smartphones

Online tools

Job description

Bank of Montreal is hiring a lobby leader in Wisconsin to deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions. The role emphasizes collaboration with branch partners to expand relationships and promote digital banking options.

The position requires strong communication, sales aptitude, and a proactive, customer-focused mindset within a team-driven environment.