Client-Focused Relationship Banking Advisor

Ourlivesmadison; Oshkosh (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in the United States for a customer-focused banking professional. You will engage customers, assess needs, and guide them to appropriate banking solutions across digital channels and in-branch interactions.

You will work with a team to achieve sales and service goals while ensuring compliance and accurate data entry, with opportunities in personal lending and home financing.

Qualifications

• Experience in financial services or banking is an asset.
• Verbal & written communication skills are good.
• Ability to deliver personalized customer experiences.
• Knowledge of lending and investment products is desirable.
• Comfort with using digital banking channels and apps.

Responsibilities

• Engage customers to assess needs and advise on banking solutions.
• Lead conversations to identify opportunities and build relationships.
• Provide guidance on personal lending and home financing.
• Support transactions and ensure accurate data entry and compliance.
• Collaborate with branch team and partners to achieve objectives.

Skills

Interpersonal skills

Communication skills

Customer service

Sales mindset

Problem solving

Education

Post-secondary degree

Job description

BMO Financial Group is hiring in the United States for a customer-focused banking professional. You will engage customers, assess needs, and guide them to appropriate banking solutions across digital channels and in-branch interactions.

You will work with a team to achieve sales and service goals while ensuring compliance and accurate data entry, with opportunities in personal lending and home financing.