Personal Banking Advisor & Customer Growth Champion

BMO Harris Bank; La Crosse (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 Harris Bank in La Crosse, WI is seeking a customer service–oriented team member to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions, collaborating with branch partners to create a seamless banking experience.

In this role you will welcome customers, promote digital and self‑service options, handle transactions, and participate in risk and compliance processes.

Qualifications

• 1–2 years of relevant experience or related certification, or equivalent education/experience.
• Confident with social media, tablets, smartphones, online tools, and apps.
• Experience in consultative customer service or sales roles.
• Basic knowledge of banking solutions to refer to specialists.
• Strong communication and interpersonal skills.
• Team-based work and willingness to adapt to shifts.

Responsibilities

• Deliver exceptional service to customers and identify needs.
• Guide customers to digital and self-serve options.
• Lead lobby conversations to discuss banking channels and services.
• Handle transactions and address personal banking and credit card needs.
• Collaborate with branch and market teams to achieve business results.
• Follow risk and compliance procedures to protect customer assets.

Skills

Customer service

Sales

Interpersonal skills

Communication

Problem solving

Teamwork

Organization

Active listening

Tools

Social media tools

Tablets

Smartphones

Online tools

Job description

BMO Harris Bank in La Crosse, WI is seeking a customer service–oriented team member to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions, collaborating with branch partners to create a seamless banking experience.

In this role you will welcome customers, promote digital and self‑service options, handle transactions, and participate in risk and compliance processes.