Personal Banking Advisor & Branch Concierge

Bank of Montreal; Beloit (WI); On-site; USD 41,714 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

Bank of Montreal is seeking a branch-based professional in Beloit, WI, delivering exceptional service and guidance on financial solutions. You will engage customers, identify needs, and promote digital banking options to simplify their banking experience.

The role emphasizes a consultative sales approach, collaboration with partners, and adherence to risk and regulatory requirements to protect customer assets.

Qualifications

• Minimum 1–2 years relevant experience or equivalent combination of education and experience.
• Basic knowledge of specialized sales and business banking solutions.
• Strong verbal and written communication skills; good organization.
• Ability to collaborate in a team and deliver a personal customer experience.

Responsibilities

• Welcome and guide customers in the branch lobby, offering guidance on digital and self-serve options.
• Identify customer needs and provide advice on financial solutions aligned with best interests.
• Collaborate with BMO partners to grow the customer relationship beyond personal banking.
• Support operational activities and risk/compliance processes to safeguard assets and privacy.
• Contribute to branch business results and customer experience.

Skills

Customer service

Sales & consultative selling

Communication skills

Interpersonal skills

Problem solving

Team collaboration

Organization

Education

High school diploma or equivalent

Tools

Tablets

Smartphones

Online tools/applications

Job description

Bank of Montreal is seeking a branch-based professional in Beloit, WI, delivering exceptional service and guidance on financial solutions. You will engage customers, identify needs, and promote digital banking options to simplify their banking experience.

The role emphasizes a consultative sales approach, collaboration with partners, and adherence to risk and regulatory requirements to protect customer assets.