Personal Banking Relationship Advisor

BMO U.S.; Muskego (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

BMO Financial Group in the United States (Muskego, WI) seeks a Retail Banking Sales & Service professional to deliver exceptional customer service, identify needs, and guide clients toward tailored financial solutions across everyday banking, lending, investments, and digital options.

The role emphasizes proactive engagement, cross-channel collaboration, and adherence to risk and regulatory requirements while driving loyalty and business growth.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable or an equivalent combination of education and experience.
• Knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.

Responsibilities

• Deliver exceptional service to customers and prospects across channels.
• Identify customer needs and provide advice on financial solutions that fit their best interests.
• Grow loyalty by proactively engaging existing customers and prospects and arranging appointments.
• Assist with lending, home financing, and small business solutions within regulatory guidelines.

Skills

Customer service

Sales experience

Communication skills

Financial services knowledge

Team collaboration

Education

Post-secondary degree

Job description

BMO Financial Group in the United States (Muskego, WI) seeks a Retail Banking Sales & Service professional to deliver exceptional customer service, identify needs, and guide clients toward tailored financial solutions across everyday banking, lending, investments, and digital options.

The role emphasizes proactive engagement, cross-channel collaboration, and adherence to risk and regulatory requirements while driving loyalty and business growth.