Relationship Banker & Financial Solutions Advisor

BMO Bank N.A.; Whitefish Bay (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO is seeking a Retail Banking Sales & Service professional in Wisconsin to deliver exceptional service, identify customer needs, and guide clients through financial solutions. You will engage with customers to grow relationships and promote digital self-serve options.

The role requires 2–3 years in financial services, with a post-secondary degree and strong sales-focus. Compliance and risk awareness are essential to success in this position.

Qualifications

• 2–3 years of relevant financial services experience.
• Post-secondary degree or equivalent experience.
• Knowledge of personal banking products and lending.

Responsibilities

• Deliver exceptional service and identify customer needs.
• Provide guidance on financial solutions and channels.
• Grow loyalty through needs-based assessments and appointments.
• Ensure compliance with regulatory requirements and risk policies.

Skills

Customer service

Sales mindset

Needs-based assessments

Financial solutions

Regulatory compliance

Credit knowledge

Education

Post-secondary degree

Job description

BMO is seeking a Retail Banking Sales & Service professional in Wisconsin to deliver exceptional service, identify customer needs, and guide clients through financial solutions. You will engage with customers to grow relationships and promote digital self-serve options.

The role requires 2–3 years in financial services, with a post-secondary degree and strong sales-focus. Compliance and risk awareness are essential to success in this position.