Personal Banking & Lending Relationship Specialist

BMO; Town of Oconomowoc (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Life Insurance

Retirement Savings Plan

Job summary

BMO is seeking a Retail Banking Sales & Service specialist to deliver exceptional service to customers and prospects in a dynamic branch environment. You will identify customer needs and guide them to appropriate financial solutions, including everyday banking, lending, and home financing.

The role emphasizes proactive engagement, needs assessments, and collaboration with branch teams and partners. A post-secondary degree and strong communication are valued, with a focus on compliant,

Qualifications

• Typically requires 2–3 years of relevant experience or equivalent education.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow relationships and complete needs assessments.
• Adheres to risk, compliance, and lending policies.

Skills

Needs-based selling

Customer service

Communication

Collaboration

Education

Post-secondary degree

Tools

Digital banking tools

Job description

BMO is seeking a Retail Banking Sales & Service specialist to deliver exceptional service to customers and prospects in a dynamic branch environment. You will identify customer needs and guide them to appropriate financial solutions, including everyday banking, lending, and home financing.

The role emphasizes proactive engagement, needs assessments, and collaboration with branch teams and partners. A post-secondary degree and strong communication are valued, with a focus on compliant,