Personal Banking Relationship Advisor

BMO; Green Bay (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 seeking a Retail Banking Sales & Service professional in Wisconsin to deliver exceptional customer service, assess customer needs, and guide clients toward appropriate banking solutions. The role focuses on building relationships, promoting digital options, and collaborating with branch teams to meet business objectives.

Responsibilities include needs-based assessments, lending guidance, and delivering a high-quality customer experience across channels while maintaining

Qualifications

• Typically 2-3 years of relevant experience and a post-secondary degree in related field or equivalent.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Strong verbal and written communication skills.
• Ability to collaborate with branch teams and partners.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects with needs-based assessments.
• Identifies opportunities to grow loyalty and cross-sell banking solutions.
• Guides customers to digital and self-serve options to simplify banking.
• Supports customer transactions and processes across channels.
• Builds relationships within the community to drive business results.
• Ensures compliance with risk, lending policies, and regulatory requirements.
• Recommends credit solutions and personal lending options in line with bank policies.
• Collaborates with branch teams and market partners to deliver great experiences.

Skills

Customer needs assessment

Sales orientation

Communication skills

Risk management

Collaboration

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a Retail Banking Sales & Service professional in Wisconsin to deliver exceptional customer service, assess customer needs, and guide clients toward appropriate banking solutions. The role focuses on building relationships, promoting digital options, and collaborating with branch teams to meet business objectives.

Responsibilities include needs-based assessments, lending guidance, and delivering a high-quality customer experience across channels while maintaining