Personal Banking Advisor & Lobby Leader

Hispanic Alliance for Career Enhancement; Wauwatosa (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 in Wisconsin is seeking a customer-focused banker to guide clients, promote digital banking options, and drive service excellence across channels. You will work within the branch team to understand needs and provide tailored financial solutions.

The role emphasizes relationship building, proactive service, and a willingness to collaborate with partners to meet branch goals and deliver an outstanding customer experience.

Qualifications

• Strong customer service mindset with a consultative approach.
• Ability to identify needs and recommend banking solutions.
• Proven communication and interpersonal skills in a team-driven environment.

Responsibilities

• Greet and guide customers in the branch lobby.
• Identify referral opportunities to grow customer relationships.
• Provide advice on digital and self-serve banking channels.

Skills

Verbal communication

Written communication

Customer service

Sales experience

Interpersonal skills

Collaboration

Job description

BMO Financial Group in Wisconsin is seeking a customer-focused banker to guide clients, promote digital banking options, and drive service excellence across channels. You will work within the branch team to understand needs and provide tailored financial solutions.

The role emphasizes relationship building, proactive service, and a willingness to collaborate with partners to meet branch goals and deliver an outstanding customer experience.