Retail Banking Advisor

Bank of Montreal; Milwaukee (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

Bank of Montreal in Milwaukee, WI seeks a customer-focused Retail Banking Sales & Service professional to deliver exceptional service and guidance on financial solutions. You will welcome customers, explore needs, and collaborate across branches to grow banking relationships.

The role emphasizes personal banking and investment advice, with emphasis on referral opportunities and seamless digital tools. A drive to deliver a personal customer experience is essential.

Qualifications

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

Responsibilities

• Welcome and guide customers in the branch lobby, offering advice on personal banking and digital/self-serve options.
• Identify customer needs and provide guidance on financial solutions in customers' best interests.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
• Conduct needs-based conversations to address everyday banking and credit card needs.
• Support branch operations, risk/compliance processes, and daily activities.

Skills

Customer service

Sales experience

Interpersonal skills

Communication

Listening

Tools

CRM software

Job description

Bank of Montreal in Milwaukee, WI seeks a customer-focused Retail Banking Sales & Service professional to deliver exceptional service and guidance on financial solutions. You will welcome customers, explore needs, and collaborate across branches to grow banking relationships.

The role emphasizes personal banking and investment advice, with emphasis on referral opportunities and seamless digital tools. A drive to deliver a personal customer experience is essential.