Personal Banking Relationship Pro

BMO; West Allis (WI); On-site; USD 42,000 - 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 in Wisconsin seeks a customer banking advisor to deliver exceptional service, assess customer needs, and guide solutions across everyday banking, lending, and small business needs. You will engage clients, promote digital options, and grow relationships within the branch network.

The role emphasizes compliant lending, financial guidance, and a proactive approach to customer conversations, with a focus on trust and personalized service.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field or equivalent.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifies needs, and provides advice on financial solutions.
• Engages customers to complete needs assessments and recommends tailored banking, lending, and investment solutions.
• Offers guidance on digital and self-serve options to simplify banking.
• Supports customer transactions and builds new relationships within the community.
• Ensures compliance with legal and regulatory requirements and lending policies.

Skills

Needs-based selling

Customer engagement

Financial solutions guidance

Relationship building

Communication skills

Analytical skills

Compliance awareness

Education

Post-secondary degree in related field

Lending qualifications/designations

Job description

BMO Financial Group in Wisconsin seeks a customer banking advisor to deliver exceptional service, assess customer needs, and guide solutions across everyday banking, lending, and small business needs. You will engage clients, promote digital options, and grow relationships within the branch network.

The role emphasizes compliant lending, financial guidance, and a proactive approach to customer conversations, with a focus on trust and personalized service.