Personal Banking Relationship Specialist

Bank N.A.; Watertown (WI); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank N.A. is seeking a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs. You will provide advice on financial solutions, perform needs-based assessments, and grow client relationships across branches and channels.

You will guide clients through everyday banking, lending, and self-serve options, ensuring compliance and accurate data entry while contributing to the overall customer experience.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working 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

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships.
• Performs needs assessments to identify financial solutions and preferred banking channels.
• Offers clients advice on digital and self-serve options to make banking easy, simple, and fast.
• Follows risk and compliance processes to safeguard assets and protect customer privacy.

Skills

Customer service

Sales experience

Financial guidance

Needs-based assessment

Education

Post-secondary degree

Job description

Bank N.A. is seeking a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs. You will provide advice on financial solutions, perform needs-based assessments, and grow client relationships across branches and channels.

You will guide clients through everyday banking, lending, and self-serve options, ensuring compliance and accurate data entry while contributing to the overall customer experience.