Personal Banking Relationship Advisor

BMO; West Allis (WI); Presencial; USD 42.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service and provide tailored financial solutions. You will assess needs, advise on everyday banking, lending, and small business products, while leveraging digital options to simplify banking for customers.

As part of a collaborative branch and market team, you will engage with existing customers and prospects, schedule appointments, and help grow the bank's business while adhering to risk

Formación

• Typically 2-3 years of relevant experience or equivalent education.
• Appropriate lending qualifications and designations where applicable.
• Knowledge of personal and small business needs and solutions.
• Experience in financial services is an asset.
• Proficient with digital banking tools and self-serve options.

Responsabilidades

• Delivers exceptional service to customers and prospects.
• Identifies needs and advises on financial solutions aligned with customers' interests.
• Engages in needs assessments to grow loyalty and opportunities.
• Proactively generates appointments and builds relationships in the community.

Conocimientos

Relationship building

Customer needs assessment

Sales & service driven

Communication skills

Interpersonal skills

Adaptability

Educación

Post-secondary degree in related field

Herramientas

Social media

Tablets

Smartphones

Online tools

Descripción del empleo

BMO Financial Group is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service and provide tailored financial solutions. You will assess needs, advise on everyday banking, lending, and small business products, while leveraging digital options to simplify banking for customers.

As part of a collaborative branch and market team, you will engage with existing customers and prospects, schedule appointments, and help grow the bank's business while adhering to risk