Personal Banking Advisor & Lobby Leader

Hispanic Alliance for Career Enhancement; Beloit (WI); On-site; USD 41,714 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused lobby leader in Beloit, WI. The role emphasizes delivering exceptional service, understanding customer needs, and guiding them to the best financial solutions while working across channels with BMO partners for a superior customer experience.

The position involves assisting customers with personal banking and credit card needs, contributing to branch goals, and following risk and regulatory requirements.

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

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Collaborates with partners to identify referral opportunities and grow customer relationships.
• Welcomes and guides customers and offers advice on digital and self-serve options.
• Supports operational activities and ensures accuracy of customer information.
• Fits into a collaborative branch and market team and adheres to risk and regulatory requirements.

Skills

Customer service

Sales

Communication

Problem solving

Teamwork

Attention to detail

Job description

BMO Financial Group is seeking a customer-focused lobby leader in Beloit, WI. The role emphasizes delivering exceptional service, understanding customer needs, and guiding them to the best financial solutions while working across channels with BMO partners for a superior customer experience.

The position involves assisting customers with personal banking and credit card needs, contributing to branch goals, and following risk and regulatory requirements.