Personal Banking & Relationship Advisor

BMO U.S.; Beloit (WI); Sur place; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO Financial Group in Beloit, Wisconsin, seeks a customer-focused banking professional to deliver exceptional service and identify needs-based financial solutions across everyday banking, lending, and small business products.

You will engage with customers, conduct assessments, and promote digital options while growing relationships within the community. This role emphasizes compliance, risk awareness, and collaboration with branch teams and partners to enhance the overall customer experience.

Qualifications

• Typically 2+ years of experience in financial services or related field.
• Strong verbal and written communication skills.
• Able to assess customer needs and translate into actionable financial solutions.
• Familiar with lending products and consumer credit processes.
• Proficient with digital banking tools and self-service options.
• Collaborative approach with branch teams and partners.

Responsabilités

• Lead needs-based assessments to identify financial solutions for customers.
• Proactively engage existing customers and prospects to grow loyalty and opportunities.
• Advise on digital and self-serve options to simplify banking for clients.
• Collaborate with branch and partner teams to deliver a positive customer experience.
• Ensure data accuracy and compliance with lending policies and regulations.
• Maintain knowledge of personal banking products and market trends.

Connaissances

Needs-based assessments

Interpersonal skills

Analytical problem solving

Verbal & written communication

Team collaboration

Relationship building

Formation

Post-secondary degree in related field

Lending qualifications/designations

Outils

Social media

Smartphones

Online tools

Description du poste

BMO Financial Group in Beloit, Wisconsin, seeks a customer-focused banking professional to deliver exceptional service and identify needs-based financial solutions across everyday banking, lending, and small business products.

You will engage with customers, conduct assessments, and promote digital options while growing relationships within the community. This role emphasizes compliance, risk awareness, and collaboration with branch teams and partners to enhance the overall customer experience.