Relationship Banker: Drive Personal Banking & Lending

BMO U.S.; West Bend (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a customer-focused Retail Banking Sales & Service professional in Wisconsin. You will identify customer needs, provide tailored financial guidance, and collaborate with branch partners to deliver an excellent experience.

Responsibilities include engaging customers, growing loyalty, and offering solutions across everyday banking, lending, and small business needs while promoting digital self-serve options.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field.
• U.S. Only: This position will act as an originator of consumer loans with required registrations.
• A criminal background review and credit history evaluation will be required.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow BMO’s business by generating appointments and building relationships.
• Probes to understand customer personal banking and credit card needs.

Skills

Customer needs assessment

Communication skills

Relationship building

Consultative sales

Education

Post-secondary degree

Tools

Tablets

Smartphones

Online tools

Job description

BMO U.S. is seeking a customer-focused Retail Banking Sales & Service professional in Wisconsin. You will identify customer needs, provide tailored financial guidance, and collaborate with branch partners to deliver an excellent experience.

Responsibilities include engaging customers, growing loyalty, and offering solutions across everyday banking, lending, and small business needs while promoting digital self-serve options.