Personal Banking & Investment Advisor

Bank of Montreal; Milwaukee (WI); On-site; 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

Bank of Montreal in Milwaukee seeks a lobby leader to deliver exceptional service, identify customer needs, and guide clients to the best financial solutions. You will welcome customers, discuss banking options, and collaborate with partners to grow relationships across channels.

The role emphasizes risk awareness, compliance, and a personal, efficient customer experience. Join a team focused on meaningful referrals, digital guidance, and high service standards, contributing to branch results

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.
• Verbal & written communication skills - Good.
• Readiness to collaborate and work in different capacities as part of a team.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Welcomes and guides customers as they walk into the branch lobby and offers guidance on digital/self-serve options.
• Conducts client conversations about banking services and cross-sells via referrals.
• Meets transaction-based needs with seamless execution and supports branch operations.
• Ensures compliance with risk and regulatory requirements and protects customer assets.

Skills

Customer service

Sales

Communication

Problem solving

Team collaboration

Job description

Bank of Montreal in Milwaukee seeks a lobby leader to deliver exceptional service, identify customer needs, and guide clients to the best financial solutions. You will welcome customers, discuss banking options, and collaborate with partners to grow relationships across channels.

The role emphasizes risk awareness, compliance, and a personal, efficient customer experience. Join a team focused on meaningful referrals, digital guidance, and high service standards, contributing to branch results