Personal Banking Solutions Advisor

BMO Harris Bank; Greenfield (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Harris Bank in Wisconsin is seeking a customer-focused banking professional to deliver exceptional service and advise clients on a range of financial solutions. You will work collaboratively with branch partners to meet customer needs, promote digital options, and support lending and everyday banking activities.

The role requires a post-secondary degree with 2–3 years of relevant experience, strong communication, and a commitment to risk and regulatory compliance.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.

Responsibilities

• Delivers exceptional service to customers and prospects and identifies needs.
• Provides advice on financial solutions aligned with customer goals.
• Engages with customers to complete needs assessments and recommends tailored solutions.
• Supports customer transactions and works across channels to enhance experience.
• Proactively grows relationships by generating appointments and referrals within the community.
• Ensures compliance with lending policies and regulatory requirements.

Skills

Needs-based selling

Financial advisory

Customer service

Communication

Risk awareness

Cross-team collaboration

Education

Post-secondary degree

Tools

CRM software

Job description

BMO Harris Bank in Wisconsin is seeking a customer-focused banking professional to deliver exceptional service and advise clients on a range of financial solutions. You will work collaboratively with branch partners to meet customer needs, promote digital options, and support lending and everyday banking activities.

The role requires a post-secondary degree with 2–3 years of relevant experience, strong communication, and a commitment to risk and regulatory compliance.