Personal Banking Advisor & Client Growth Partner

BMO; Manitowoc (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service, identify needs, and guide customers through digital and self-serve options. You’ll collaborate with branch partners, conduct needs-based conversations, and drive referrals while ensuring compliance and accuracy in every interaction.

Join a team that values relationship-building, personal conversations, and a strong commitment to customer experience across channels and branches.

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

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall customer experience.
• Contributes to business results and the overall experience delivered.
• May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.

Skills

Social media use

Consultative selling

Customer service

Personal approach

Results oriented

Self-starter

Team collaboration

Interpersonal skills

Active listening

Communication skills

Organization skills

Problem solving

Tools

Social media tools

Online tools

Tablets & smartphones

Job description

BMO is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service, identify needs, and guide customers through digital and self-serve options. You’ll collaborate with branch partners, conduct needs-based conversations, and drive referrals while ensuring compliance and accuracy in every interaction.

Join a team that values relationship-building, personal conversations, and a strong commitment to customer experience across channels and branches.