Relationship Banker: Elevate Customer Solutions & Growth

BMO; Kenosha (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

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group is seeking a customer-oriented banker to deliver tailored financial solutions. You will identify client needs, provide advice on everyday banking, lending, home financing, and small business options, and guide customers through digital and self-serve channels.

In this role you will work across branches and with partners to expand relationships, complete needs assessments, and protect assets while complying with regulations.

Qualifications

• Two to three years of relevant experience preferred.
• Post-secondary degree in a related field desirable.
• Experience in financial services is an asset.
• Knowledge of personal banking products and lending is helpful.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Advise on financial solutions (banking, lending, investments) tailored to clients.
• Engage customers to complete assessments and propose digital and self-serve options.
• Manage risk and ensure compliance with regulations and policies.

Skills

Needs-based selling

Customer service

Communication skills

Analytical skills

Collaboration

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a customer-oriented banker to deliver tailored financial solutions. You will identify client needs, provide advice on everyday banking, lending, home financing, and small business options, and guide customers through digital and self-serve channels.

In this role you will work across branches and with partners to expand relationships, complete needs assessments, and protect assets while complying with regulations.