Personal Banking Advisor & Branch Concierge

BMO; Manitowoc (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 plan

Job summary

BMO Financial Group in Manitowoc, Wisconsin, is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and guidance on financial solutions. You will welcome customers, discuss banking needs, and guide them toward digital options while driving branch objectives.

The role emphasizes consultative sales, relationship building, and seamless transaction execution within a collaborative team environment.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field or equivalent education/experience.
• Confident in using social media, tablets, smartphones, online tools and applications.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Welcomes customers to the branch lobby and guides them to digital/self-serve options.
• Conducts client conversations about banking services and credit card needs.
• Reviews customer profiles and engages in needs-based conversations to identify opportunities.
• Supports branch operations and risk/compliance processes.

Skills

Customer service

Sales experience

Communication skills

Team collaboration

Job description

BMO Financial Group in Manitowoc, Wisconsin, is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and guidance on financial solutions. You will welcome customers, discuss banking needs, and guide them toward digital options while driving branch objectives.

The role emphasizes consultative sales, relationship building, and seamless transaction execution within a collaborative team environment.