Personal Banking Advisor & Branch Concierge

BMO U.S.; La Crosse (WI); On-site; USD 42,000 - 55,000; 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 seeks a customer-focused Banking Associate to deliver exceptional service, identify customer needs, and guide them through personal banking solutions while collaborating with partners to enhance the customer experience.

In this lobby role you will welcome clients, discuss digital channels, provide advice on banking and investment options, and support branch operations while upholding regulatory and risk standards.

Qualifications

• Experience in consultative customer service or sales roles.
• Strong interpersonal and communication skills.
• Ability to assess customer needs and provide tailored advice.
• Proven problem solving and analytical abilities.
• Comfort with using digital tools, tablets, and smartphones.

Responsibilities

• Welcome and guide customers entering the branch and explain digital options.
• Identify referral opportunities with BMO partners to grow relationships.
• Conduct needs-based conversations to address banking and card needs.
• Support branch operations and risk/compliance processes.

Skills

Customer service

Sales mindset

Interpersonal communication

Analytical thinking

Problem solving

Verbal & written communication

Organization skills

Team collaboration

Job description

BMO Financial Group in Wisconsin seeks a customer-focused Banking Associate to deliver exceptional service, identify customer needs, and guide them through personal banking solutions while collaborating with partners to enhance the customer experience.

In this lobby role you will welcome clients, discuss digital channels, provide advice on banking and investment options, and support branch operations while upholding regulatory and risk standards.