Personal Banking & Investment Advisor

BMO; Appleton (WI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a customer-focused professional to deliver exceptional service and advice to customers and prospects. You will identify needs, guide on banking options, and collaborate with branch and partner teams to achieve business objectives.

Responsibilities include welcoming customers, discussing digital channels, and managing transactions while adhering to risk and compliance standards.

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.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options.
• 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.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Skills

Customer service

Sales mindset

Communication skills

Problem solving

Team collaboration

Interpersonal skills

Education

High school diploma

Tools

Social media

Job description

BMO Financial Group in the United States is seeking a customer-focused professional to deliver exceptional service and advice to customers and prospects. You will identify needs, guide on banking options, and collaborate with branch and partner teams to achieve business objectives.

Responsibilities include welcoming customers, discussing digital channels, and managing transactions while adhering to risk and compliance standards.