Personal Banking Advisor & Client Concierge

BMO U.S.; West Allis (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused Banker in Wisconsin. You will welcome customers, assess their needs, and guide them to appropriate banking solutions and digital channels, ensuring a fast, simple experience. You will collaborate with branch partners to grow relationships and refer opportunities while delivering excellent service.

The role emphasizes consultative conversations, transaction accuracy, and participation in branch and market team initiatives to meet business goals.

Qualifications

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby and offers advice on digital and self-serve options.
• Identifies customer needs and provides advice on financial solutions in customers' best interests.
• Collaborates with BMO partners to identify referral opportunities and grow customer relationships.
• Meets transaction-based needs with seamless execution and supports branch operations.

Skills

Customer service

Consultative selling

Relationship building

Team collaboration

Communication skills

Education

1–2 years relevant experience or certification

Job description

BMO Financial Group is seeking a customer-focused Banker in Wisconsin. You will welcome customers, assess their needs, and guide them to appropriate banking solutions and digital channels, ensuring a fast, simple experience. You will collaborate with branch partners to grow relationships and refer opportunities while delivering excellent service.

The role emphasizes consultative conversations, transaction accuracy, and participation in branch and market team initiatives to meet business goals.