Personal Banking & Investment Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Wisconsin is seeking a branch-based associate to deliver exceptional customer service and advise on banking solutions. You will collaborate with BMO partners to identify referral opportunities and seamless self-serve options for customers.

The role emphasizes helping clients with personal banking needs, credit card discussions, and financial guidance within a team-driven environment, with a focus on a smooth customer experience.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

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 with the goal of making it easy, simple, and fast to bank with BMO.
• 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).

Skills

Customer service

Sales

Interpersonal skills

Communication skills

Tools

Digital tools

Job description

BMO Harris Bank in Wisconsin is seeking a branch-based associate to deliver exceptional customer service and advise on banking solutions. You will collaborate with BMO partners to identify referral opportunities and seamless self-serve options for customers.

The role emphasizes helping clients with personal banking needs, credit card discussions, and financial guidance within a team-driven environment, with a focus on a smooth customer experience.