Personal Banking Relationship Advisor

BMO U.S.; Waukesha (WI); On-site; USD 41,714 - 65,000; 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 customer-focused professional to deliver personalized financial guidance and solutions in a banking environment across multiple channels. The role emphasizes needs-based assessments, collaborative teamwork, and a commitment to regulatory and risk standards.

Responsibilities include engaging customers, recommending tailored banking and lending products, and maintaining high service quality while ensuring accurate data and adherence to policies.

Qualifications

• Post-secondary degree in related field desirable.
• Lending qualifications and designations preferred.
• Experience in financial services is an asset.

Responsibilities

• Take a lead in engaging with customers and prospects to grow loyalty and identify opportunities.
• Engage customers to assess needs and tailor financial solutions across banking channels.
• Advise on digital and self-serve options to streamline banking.
• Support customer transactions while building relationships across branches and channels.
• Ensure compliance with legal, regulatory, and lending policies.

Skills

Needs-based assessments

Financial guidance

Sales & service

Communication

Regulatory compliance

Credit knowledge

Education

Related field degree

Job description

BMO Financial Group is seeking a customer-focused professional to deliver personalized financial guidance and solutions in a banking environment across multiple channels. The role emphasizes needs-based assessments, collaborative teamwork, and a commitment to regulatory and risk standards.

Responsibilities include engaging customers, recommending tailored banking and lending products, and maintaining high service quality while ensuring accurate data and adherence to policies.