Personal Banking & Investment Advisor

Ourlivesmadison; Appleton (WI); Hybrid; USD 42,000 - 55,000; 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 deliver exceptional service, advise on digital self-serve options, and grow customer relationships through referrals. You will work within the branch and partner channels to meet business goals and uphold compliance standards.

The role emphasizes personal banking guidance, cross-sell opportunities, and a commitment to protecting customer assets while delivering a seamless banking experience.

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

• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options.
• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.

Skills

Interpersonal skills

Communication skills

Organization skills

Team collaboration

Analytical thinking

Digital literacy

Tools

Social media familiarity

Mobile device usage

Online tools

Job description

BMO Financial Group in Wisconsin is seeking a customer-focused banker to deliver exceptional service, advise on digital self-serve options, and grow customer relationships through referrals. You will work within the branch and partner channels to meet business goals and uphold compliance standards.

The role emphasizes personal banking guidance, cross-sell opportunities, and a commitment to protecting customer assets while delivering a seamless banking experience.