Personal Banking Advisor: Needs-Based Solutions

BMO Financial Group; Madison (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO Financial Group in Madison, WI is seeking a customer-focused banker to deliver personalized financial guidance and solutions across banking, lending, and investments. You will work with customers to assess needs, recommend tailored products, and promote digital self-serve options.

The role emphasizes proactive outreach, collaboration with branch teams, and compliance with regulatory standards while supporting business growth and excellent customer experiences.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business needs and solutions.
• Experience in financial services is an asset.
• Confident with social media and digital tools.
• Experience in consultative customer service or sales role.
• Strong communication, organization, collaboration, and analytical skills.

Responsibilities

• Engages customers to identify needs and provide tailored financial solutions.
• Leads needs assessments to grow loyalty and identify opportunities.
• Advise on digital and self-serve options to simplify banking.
• Acts as a member of a branch and market team.
• Ensure compliance with legal and regulatory requirements in lending processes.
• Probes to understand customer banking needs and integrates promotions.
• Protect assets by following risk management framework.

Skills

Customer service

Sales orientation

Communication

Problem solving

Collaboration

Attention to detail

Proactive outreach

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools

Applications

Job description

BMO Financial Group in Madison, WI is seeking a customer-focused banker to deliver personalized financial guidance and solutions across banking, lending, and investments. You will work with customers to assess needs, recommend tailored products, and promote digital self-serve options.

The role emphasizes proactive outreach, collaboration with branch teams, and compliance with regulatory standards while supporting business growth and excellent customer experiences.