Personal Banking Advisor: Customer Growth & Service
BMO U.S.
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Benefits offered by this job
Job summary
BMO U.S. in Muskego, WI, is seeking a customer‑friendly associate in Retail Banking Sales & Service to deliver exceptional service and guidance on financial solutions. You will welcome customers, promote digital channels, and collaborate with branch partners to drive a positive customer experience.
The role focuses on identifying needs, offering relevant banking options, and contributing to branch results. Relevant experience in customer service or sales is desired, with a strong emphasis on
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.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months).
- Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
- Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Responsibilities
- Delivers exceptional service to BMO customers and prospects.
- Identifies customer needs and provides advice regarding financial solutions.
- Collaborates with partners to drive customer experience and growth of relationships.
- Guides customers in using digital and self-serve options for easy banking.
- Probes to understand personal banking and credit card needs and offers tailored solutions.
Skills
Job description
BMO U.S. in Muskego, WI, is seeking a customer‑friendly associate in Retail Banking Sales & Service to deliver exceptional service and guidance on financial solutions. You will welcome customers, promote digital channels, and collaborate with branch partners to drive a positive customer experience.
The role focuses on identifying needs, offering relevant banking options, and contributing to branch results. Relevant experience in customer service or sales is desired, with a strong emphasis on
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