Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banking & Solutions Advisor

Bank of Montreal

Bank of Montreal (BMO) in Greendale, WI, seeks a consumer banking professional to deliver exceptional service and identify customer needs. You will provide tailored financial solutions across branches and digital channels, helping customers with everyday banking, lending, and small business needs. The role emphasizes needs-based assessments, cross-channel collaboration, and robust regulatory compliance. Ideal candidates have 2–3 years of relevant experience and a post-secondary degree, with a #J-18808-Ljbffr Bank of Montreal

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banking & Solutions Advisor in Greendale, WI vacancy
  •  ...is seeking a customer-focused professional in Wisconsin to deliver exceptional service and identify opportunities across everyday banking, lending, and investments. The role emphasizes needs-based assessments, collaborative teamwork, and guiding clients through digital... 
    Personal

    Hispanic Alliance for Career Enhancement

    Franklin, WI
    4 days ago
  •  ...Alliance for Career Enhancement is seeking a motivated individual for a full-time role focusing on customer engagement and financial solutions. The position requires 2-3 years of relevant experience and a post-secondary degree in a related field. Responsibilities include... 
    Personal
    Full time

    Hispanic Alliance for Career Enhancement

    Muskego, WI
    3 days ago
  •  ...Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service, perform needs-based assessments, and guide customers toward financial solutions across everyday banking, lending, and small business products. You will... 
    Personal

    Hispanic Alliance for Career Enhancement

    Greendale, WI
    4 days ago
  •  ...At Associated Bank we strive to create an inclusive culture where different perspectives...  ...and build lasting relationships through personalized service. Partner with specialists across...  ...to provide comprehensive financial solutions. Support the operational integrity and compliance... 
    Personal

    Associated Trust Company, NA

    Hales Corners, WI
    1 day ago
  • $17 - $28.96 per hour

     ...At Associated Bank we strive to create an inclusive culture where different perspectives...  ...with financial needs, and introduce solutions that help them achieve their goals. This...  ...and build lasting relationships through personalized service. Partner with specialists across... 
    Personal
    Hourly pay

    Associated Banc-Corp

    West Allis, WI
    3 days ago
  • $17 - $28.96 per hour

     ...At Associated Bank we strive to create an inclusive culture where different perspectives...  ...with financial needs, and introduce solutions that help them achieve their goals. This...  ...and build lasting relationships through personalized service. Partner with specialists across... 
    Personal
    Hourly pay
    Immediate start

    Milwaukee Succeeds

    Franklin, WI
    4 days ago
  • $41.71k - $65k

     ...advice and guidance regarding financial solutions that are in the best interests of customers...  ...financial solutions and preferred banking channels while recommending tailored solutions...  .... Makes credit recommendations for personal lending transactions, including home financing... 
    Personal
    Part time
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Greendale, WI
    20 hours ago
  • BMO Financial Group is hiring for a Retail Banking Sales & Service role in Wisconsin. The successful candidate will deliver exceptional...  ..., assess customer needs, and guide them to suitable financial solutions across everyday banking, lending, and investments. The position... 
    Personal

    Koitecc Solutions

    Greendale, WI
    4 days ago
  • Johnson Financial Group in Wisconsin is looking for a Relationship Banker to manage client portfolios and provide personalized financial solutions. This role involves advising clients on deposit accounts and loans while maintaining relationships to ensure client retention... 
    Personal

    Southsuburbanchamber

    Franklin, WI
    3 days ago
  •  ...understanding customer needs and providing tailored financial solutions while fostering loyalty. You will engage with customers,...  ...has a strong background in customer service and sales, driving personalized experiences that meet financial goals. The position offers a... 
    Personal

    BMO U.S.

    Muskego, WI
    20 hours ago
  • $51.8k - $95.9k

     ...collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs...  ...during customer conversations to generate referrals for personal and commercial banking products (e.g., personal banking, lending... 
    Personal
    Contract work
    Part time
    Local area

    Koitecc Solutions

    Milwaukee, WI
    3 days ago
  •  ...SUMMARY / OVERVIEW The Personal Banker is responsible for delivering exceptional customer...  ...supporting customers with a wide range of banking needs. This role focuses on building...  ...accounts, proactive in offering product solutions that meet customer goals, and ensuring all... 
    Personal

    Firstfederalwisconsin

    Milwaukee, WI
    20 hours ago
  • $165.55k - $283.8k

     ...At Associated Bank we strive to create an inclusive culture where different perspectives...  ..., contribute to innovative investment solutions, and work alongside experienced professionals...  ...plan, military benefits and much more. Personal banking, loan, investment and insurance benefits... 
    Personal

    Dormont Manufacturing Company

    Milwaukee, WI
    3 days ago
  •  ...Position Overview As a Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the 411 E Milwaukee Branch. The...  ...partners to grow customer share of wallet and position PNC solutions to drive revenue and loyalty. Drive proactive sales... 
    Personal
    Temporary work
    Work at office

    PNC Financial Services Group

    Milwaukee, WI
    4 days ago
  •  ...you'll find it working with First Federal Bank of Wisconsin! Are you ready to start a...  ...doing so? Are you motivated to bring solutions and come up with creative ideas to improve...  ...Building strong relationships with each person you interact with. Meeting Conditions... 
    Personal
    Full time

    First Federal Bank

    Milwaukee, WI
    4 days ago
  • $95.06k - $162.96k

     ...At Associated Bank we strive to create an inclusive culture where different perspectives...  ..., asset growth, and financial planning solutions. You will serve as a relationship portal...  ...influence, and proactive telephone and in-person calling activity. Grow assets under management... 
    Personal

    Associated Banc-Corp

    Milwaukee, WI
    1 day ago
  • ## Bilingual Personal BankerApplylocations: WI - Milwaukee (53215)time type: Full timeposted...  ...'s share of wallet. Positions PNC solutions to drive new revenue and customer loyalty...  ....## **Preferred Skills**Accountability, Banking, Client Loyalty, Customer Experience (CX... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Milwaukee, WI
    1 day ago
  • $43.68k - $69.9k

     ...Job Overview Make banking a Fifth Third better® We connect great people to great opportunities...  ...are intended to become a Retail Personal Banker I after completing a 4-8 week on-...  ...products/services and recommend appropriate solutions using our value proposition. Utilize... 
    Personal
    Work experience placement
    Work at office

    Fifth Third

    Milwaukee, WI
    3 days ago
  •  ...contribute to the company's success. As a(n) Personal Banker within PNC's Retail organization,...  ...'s share of wallet. Positions PNC solutions to drive new revenue and customer loyalty...  ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Milwaukee, WI
    4 days ago
  •  ...opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at...  ...to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Milwaukee, WI
    3 days ago
  •  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...  ..., including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions Recommends banking and investment... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Oak Creek, WI
    3 days ago
  •  ...Personal Banker Bilingual Spanish Required. The position is based in Milwaukee, WI at the...  ...customer's share of wallet. Positions PNC solutions to drive new revenue and customer...  ...Framework. Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX)... 
    Personal
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Milwaukee, WI
    20 hours ago
  • $41.71k - $65k

     ...is seeking a qualified candidate to engage with customers in New Berlin, Wisconsin, helping them identify financial solutions and improve their banking experience. The ideal candidate should have 2-3 years in a consultative sales role, be proficient with digital tools,... 
    Personal

    Hispanic Alliance for Career Enhancement

    New Berlin, WI
    20 hours ago
  • $88.06k - $150.96k

     ...At Associated Bank we strive to create an inclusive culture where different perspectives...  ...relationships and deliver proactive solutions. Monitor loan performance and financial...  ...plan, military benefits and much more. Personal banking, loan, investment and insurance benefits... 
    Personal

    Associated Banc-Corp

    Milwaukee, WI
    1 day ago
  •  ...Senior Universal Banker (Personal Banker) At Summit Credit Union, we're all about people...  ...of that mission. You won't just work in banking, you'll shape financial journeys, spark...  ...banking tools, and personalized financial solutions. Mentor and support Universal Bankers... 
    Personal
    Work at office

    Summit Credit Union

    Brookfield, WI
    2 days ago
  •  ...the primary point of contact for everyday banking needs, products and services through...  ...customized deposit, credit, and investment solutions. In addition, this role supports...  ...setting clear expectations, and taking personal ownership to convert qualified opportunities... 
    Personal
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Milwaukee, WI
    3 days ago
  •  ...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo...  ...relationships with customers by supporting everyday banking needs through in-branch interactions,...  ...banking products, services, and solutions Drive branch growth by identifying... 
    Personal
    Work experience placement
    Flexible hours

    Wells Fargo

    Milwaukee, WI
    1 day ago
  • $142.6k - $261.5k

     ...dynamic new entrants across Banking and Capital Markets, Wealth and...  ...programs. A number of solution “hot spots” exist today, such...  ...ambition is to be the C-suite advisor for insurance technology-enabled...  ...serving roles to work together in person 60% of the time over the... 
    Personal
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Milwaukee, WI
    2 days ago
  • Bank of America is seeking an experienced financial advisor in Oak Creek, WI to help clients plan and meet their financial and investment goals. You will build...  ...financial plans using brokerage products and banking solutions, while recommending tailored strategies and... 

    Bank of America

    Oak Creek, WI
    20 hours ago
  •  ...financial goals by building a financial plan with brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies that align with each client’s goals and needs. Triages client requests... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Oak Creek, WI
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banking & Solutions Advisor. Be the first to apply!