Relationship Banker & Financial Solutions Advisor

BMO Financial Group; Watertown (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused professional in Wisconsin to deliver exceptional service, assess customer needs, and guide them to suitable banking solutions including everyday banking, lending, and investments. The role emphasizes consultative selling and collaboration with branch and partners to meet business goals.

The position requires 2-3 years of relevant experience and post-secondary education, with exposure to personal and small business needs.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable
• Canada only: Registration to sell investment products completed
• Appropriate lending qualifications and designations
• Experience in financial services is an asset
• Experience in a consultative customer service or sales role
• Strong interpersonal and communication skills

Responsibilities

• Delivers exceptional service to BMO customers and prospects
• Engages customers to complete needs assessments that identify financial solutions
• Offers guidance on digital and self-serve options
• Probes to understand customer banking needs and builds relationships
• Makes credit recommendations for personal lending transactions
• Applies risk management framework to protect assets and ensure compliance
• Acts as a key member of branch and market teams
• Ensures accurate data entry and compliance with policies

Skills

Customer service

Sales experience

Consultative selling

Interpersonal skills

Analytical thinking

Team collaboration

Education

Post-secondary degree desirable

2-3 years experience

Tools

Social media tools

Smart phones/tablets

Job description

BMO Financial Group is seeking a customer-focused professional in Wisconsin to deliver exceptional service, assess customer needs, and guide them to suitable banking solutions including everyday banking, lending, and investments. The role emphasizes consultative selling and collaboration with branch and partners to meet business goals.

The position requires 2-3 years of relevant experience and post-secondary education, with exposure to personal and small business needs.