Personal Banking & Solutions Advisor

bmo; Milwaukee (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

BMO Harris Bank in Milwaukee is seeking a Retail Banking Sales & Service professional to deliver exceptional customer experiences and provide guidance on financial solutions across banking channels.

Responsibilities include needs-based assessments, prioritizing personal relationships, and collaborating with the branch team to meet business objectives while ensuring regulatory compliance and data accuracy.

Qualifications

• 2-3 years of relevant experience and post-secondary degree or equivalent.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Familiar with social media, tablets, smartphones, and online tools.
• Experience in a consultative customer service or sales role with a focus on personal customer experience.
• Passionate commitment to helping our customers.

Responsibilities

• Lead proactive engagement with existing customers and prospects to grow loyalty and identify opportunities.
• Assess needs and recommend tailored financial solutions across banking channels.
• Advise on digital/self-serve options to simplify banking for customers.
• Support customer transactions and service needs as part of branch team.
• Build relationships by generating appointments and new community connections.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Customer service

Needs-based selling

Financial guidance

Lending knowledge

Investments knowledge

Digital tools

Education

Post-secondary degree

Job description

BMO Harris Bank in Milwaukee is seeking a Retail Banking Sales & Service professional to deliver exceptional customer experiences and provide guidance on financial solutions across banking channels.

Responsibilities include needs-based assessments, prioritizing personal relationships, and collaborating with the branch team to meet business objectives while ensuring regulatory compliance and data accuracy.