Relationship Banker: Financial Solutions & Lending Advisor
BMO U.S.
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Benefits offered by this job
Job summary
BMO U.S. Milwaukee is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, identify customer needs, and guide clients to financial solutions across banking channels.
You will engage with customers to complete needs assessments and recommend tailored solutions for everyday banking, lending, and small business needs. This salaried role requires strong communication, interpersonal, and problem-solving skills, with a focus on risk and regulatory compliance,
Qualifications
- Typically 2–3 years of relevant experience and a post-secondary degree in a related field.
- Familiarity with personal banking, lending products, and retail investments is a plus.
- Experience in consultative customer service or sales is valued.
Responsibilities
- Delivers exceptional service to customers and prospects across multiple channels.
- Identifies needs and provides advice on financial solutions including everyday banking and lending.
- Completes needs assessments and recommends tailored solutions for personal and small business needs.
Skills
Education
Tools
Job description
BMO U.S. Milwaukee is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, identify customer needs, and guide clients to financial solutions across banking channels.
You will engage with customers to complete needs assessments and recommend tailored solutions for everyday banking, lending, and small business needs. This salaried role requires strong communication, interpersonal, and problem-solving skills, with a focus on risk and regulatory compliance,
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