Personal Banking Advisor & Customer Growth

bmo; Town of Mayville (WI); On-site; USD 35,000 - 48,000; Full time

Job summary

BMO is seeking a Customer Service & Sales Associate to join our Wisconsin branch. You will welcome customers, assess needs, and guide them to personal banking solutions.

You will collaborate with teammates, process applications, and promote digital options to make banking easy and secure for clients. A confident communicator with a service mindset will thrive in this role.

The position emphasizes risk awareness, privacy, and compliance as you build relationships and contribute to branch goals.

Qualifications

• Excellent customer service and communication skills.
• Ability to identify customer needs and provide appropriate financial guidance.
• Experience in a consultative sales environment is a plus.
• Strong organizational and collaboration skills.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with branch and partners to enhance customer experience.
• Promotes digital/self-serve options to simplify banking for customers.
• Ensures compliance with risk and regulatory requirements in daily tasks.
• Supports branch operations and training to improve service levels.

Skills

Customer service

Sales

Communication

Relationship building

Problem solving

Teamwork

Organization

Adaptability

Social media proficiency

Job description

BMO is seeking a Customer Service & Sales Associate to join our Wisconsin branch. You will welcome customers, assess needs, and guide them to personal banking solutions.

You will collaborate with teammates, process applications, and promote digital options to make banking easy and secure for clients. A confident communicator with a service mindset will thrive in this role.

The position emphasizes risk awareness, privacy, and compliance as you build relationships and contribute to branch goals.