Personal Banking Advisor & Relationship Builder

BMO U.S.; West Bend (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a driven professional in the United States to deliver exceptional customer service while identifying needs-based financial solutions. You will engage customers, provide tailored guidance, and support transactions across branch networks and digital channels.

As a key member of the team, you will build relationships, promote a personal banking experience, and collaborate to meet business objectives while adhering to risk and regulatory requirements.

Qualifications

• Typically 2-3 years of relevant experience and a post-secondary degree in related field desirable
• Canada only: Registration to sell investment products completed (jurisdiction)
• Appropriate lending qualifications and designations

Responsibilities

• Provides needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments and tailor financial solutions.
• Advises on digital and self-serve options to make banking easy and fast.
• Supports customer transactions and helps meet branch goals.
• Engages customers to grow BMO’s business by building relationships within the community.

Skills

Customer service

Needs-based assessments

Consultative sales

Relationship building

Analytical/problem solving

Education

Post-secondary degree in related field

Tools

Online tools

Social media

Tablets/Smartphones

Job description

BMO Financial Group is seeking a driven professional in the United States to deliver exceptional customer service while identifying needs-based financial solutions. You will engage customers, provide tailored guidance, and support transactions across branch networks and digital channels.

As a key member of the team, you will build relationships, promote a personal banking experience, and collaborate to meet business objectives while adhering to risk and regulatory requirements.