Personal Banking Solutions Advisor

BMO U.S.; Kenosha (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

BMO U.S. is seeking a customer-focused branch professional in Wisconsin to deliver exceptional service, identify needs, and guide customers to personal banking and credit card solutions. You will collaborate with partners to drive referrals and deliver a seamless banking experience.

The role supports branch operations, risk/compliance, and a dynamic team environment, with scheduling flexibility across branches as market needs dictate.

Qualifications

• 1–2 years of relevant customer service or sales experience is desirable.
• Confident in using social media, tablets, smartphones, and online tools.
• Strong interpersonal and listening skills with a customer-centric mindset.

Responsibilities

• Provide exceptional service to BMO customers and prospects in the branch lobby.
• Identify customer needs and advise on personal banking and credit card solutions.
• Collaborate with partners to grow relationships and referrals across channels.
• Execute routine transactions accurately and efficiently to meet customer expectations.
• Support branch operations and risk/compliance requirements as needed.

Skills

Customer service

Sales

Communication

Team collaboration

Problem solving

Financial services knowledge

Tools

CRM software

Job description

BMO U.S. is seeking a customer-focused branch professional in Wisconsin to deliver exceptional service, identify needs, and guide customers to personal banking and credit card solutions. You will collaborate with partners to drive referrals and deliver a seamless banking experience.

The role supports branch operations, risk/compliance, and a dynamic team environment, with scheduling flexibility across branches as market needs dictate.