Personal Banking & Investment Advisor

BMO Harris Bank; Peshtigo (WI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Job summary

BMO Harris Bank is seeking a customer-focused professional for Retail Banking Sales & Service. You will greet customers, discuss financial solutions, and guide them through digital options to make banking easy, fast, and personal.

As a lobby leader, you’ll conduct conversations about banking services, support referrals to specialists, and help meet branch goals while safeguarding customer assets and privacy.

Qualifications

• Some experience in a consultative customer service or sales role.
• Confident and experienced in using social media, tablets, smartphones, and online tools.

Responsibilities

• Welcome and guide customers in the branch, offering advice on digital and self-serve options.
• Identify needs, discuss financial solutions, and guide customers to appropriate channels and products.
• Refer opportunities to partners to grow the customer relationship beyond personal banking.
• Assist in achieving branch business results while ensuring excellent customer experience.

Skills

Customer service

Sales experience

Interpersonal skills

Analytical thinking

Problem solving

Organization skills

Communication skills

Team collaboration

Job description

BMO Harris Bank is seeking a customer-focused professional for Retail Banking Sales & Service. You will greet customers, discuss financial solutions, and guide them through digital options to make banking easy, fast, and personal.

As a lobby leader, you’ll conduct conversations about banking services, support referrals to specialists, and help meet branch goals while safeguarding customer assets and privacy.