Personal Banking & Investment Advisor

BMO Harris Bank; Kenosha (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused associate in Retail Banking Sales & Service to welcome walk-in customers, assess needs, and offer personalized financial solutions. You will guide clients through digital banking options and collaborate with partners to deliver an exceptional customer experience.

The role emphasizes relationship-building, adherence to compliance, and cross-branch collaboration to meet branch goals and deliver high-quality service.

Qualifications

• Experience in customer service or sales is preferred.
• Basic knowledge of personal banking products and credit cards.
• Strong verbal and written communication skills.
• Ability to work in a team and across branches.

Responsibilities

• Welcome customers and provide guidance on banking services and channels.
• Identify customer needs and offer appropriate financial solutions.
• Conduct conversations about banking channels and promote digital options.
• Support operational activities and follow risk/compliance processes.
• Collaborate with branch and market teams to achieve targets.

Skills

Customer service

Sales & referrals

Communication

Financial products knowledge

Team collaboration

Problem solving

Education

High school diploma or equivalent

Tools

Smartphones/tablets

Job description

BMO Financial Group is seeking a customer-focused associate in Retail Banking Sales & Service to welcome walk-in customers, assess needs, and offer personalized financial solutions. You will guide clients through digital banking options and collaborate with partners to deliver an exceptional customer experience.

The role emphasizes relationship-building, adherence to compliance, and cross-branch collaboration to meet branch goals and deliver high-quality service.