Personal Banking Advisor & Branch Concierge

Hispanic Alliance for Career Enhancement; Beaver Dam (WI); On-site; USD 41,714 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

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 financial solutions. You will collaborate with branch teams and partners to grow relationships and promote digital banking options.

The role emphasizes consultative sales, personal banking advice, and contributing to branch goals while following risk and regulatory requirements. Training and development opportunities are offered.

Qualifications

• 1–2 years of relevant experience and/or certification desirable.
• Social media, tablets, smartphones, online tools experience.
• Consultative customer service or sales background helpful.

Responsibilities

• Identify customer needs and provide financial guidance aligned with customers' best interests.
• Collaborate with branch and BMO partners to grow customer relationships.
• Guide customers to digital and self-serve options for a fast, easy banking experience.
• Discuss banking services and credit card needs to tailor solutions.
• Support branch operations and contribute to meeting business results.

Skills

Customer service

Sales experience

Communication

Interpersonal skills

Problem solving

Job description

BMO Financial Group in Wisconsin seeks a customer-focused banker to deliver exceptional service, identify needs, and guide customers to suitable financial solutions. You will collaborate with branch teams and partners to grow relationships and promote digital banking options.

The role emphasizes consultative sales, personal banking advice, and contributing to branch goals while following risk and regulatory requirements. Training and development opportunities are offered.