Personal Banking Advisor & Branch Experience Lead

BMO U.S.; Town of Beaver Dam (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 is seeking a Retail Banking Sales & Service professional in Wisconsin. You will deliver exceptional service, identify customer needs, and advise on financial solutions that fit each customer’s goals.

You’ll collaborate with branch and channel partners to grow relationships, guide customers to digital options, and contribute to meeting branch targets while upholding risk and compliance standards.

Qualifications

• 1–2 years of relevant experience and/or certification desirable.
• Experience in consultative customer service or sales is a plus.
• Ability to discuss banking solutions and refer to specialists.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and guides financial solutions.
• Collaborates with branch partners to enhance customer experience.
• Engages customers to expand relationships beyond personal banking.
• Guides customers to digital and self-serve options for ease of banking.
• Communicates banking services and provides personal banking advice.

Skills

Customer service

Sales & advisory

Financial solutions

Cross-channel collaboration

Risk & compliance

Communication

Education

Related education or certification

Job description

BMO Financial Group is seeking a Retail Banking Sales & Service professional in Wisconsin. You will deliver exceptional service, identify customer needs, and advise on financial solutions that fit each customer’s goals.

You’ll collaborate with branch and channel partners to grow relationships, guide customers to digital options, and contribute to meeting branch targets while upholding risk and compliance standards.