Personal Banking Advisor & Branch Experience Leader

BMO; Merrill (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 in Merrill, WI is seeking a Banking Customer Service Associate to deliver exceptional service, identify customer needs, and guide clients through financial solutions across branch and digital channels.

You will welcome customers, discuss personal banking and credit card options, collaborate with partners to grow relationships, and support branch operations while upholding risk and regulatory requirements.

Qualifications

• 1–2 years of relevant experience desirable.
• Excellent verbal and written communication skills.
• Ability to build rapport and provide personal customer service.
• Familiarity with financial products is a plus.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Collaborates with BMO partners to identify referral opportunities that grow the customer’s relationship with BMO.
• Welcomes and guides customers, discusses personal banking and credit card options, and promotes digital channels.

Skills

Customer service

Sales

Communication skills

Problem solving

Team collaboration

Financial solutions

Job description

BMO in Merrill, WI is seeking a Banking Customer Service Associate to deliver exceptional service, identify customer needs, and guide clients through financial solutions across branch and digital channels.

You will welcome customers, discuss personal banking and credit card options, collaborate with partners to grow relationships, and support branch operations while upholding risk and regulatory requirements.