Relationship Banker: Grow Loyalty & Financial Solutions

BMO; West Bend (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in Wisconsin to deliver exceptional service in Retail Banking Sales & Service. The role focuses on needs-based assessments, advising on everyday banking, lending, home financing, and investments while growing customer relationships across channels.

The position emphasizes compliant lending practices, excellent service, and collaboration with branch teams to meet business objectives. Salary reflects regional market and experience.

Qualifications

• Experience in financial services is an asset
• Strong interpersonal and communication skills
• Ability to identify customer needs and provide tailored financial solutions

Responsibilities

• Engages customers to assess needs and offer tailored financial solutions (everyday banking, retail investments, lending, home financing)
• Proactively grows loyalty by engaging with existing customers and prospects
• Advices on digital/self-serve options to simplify banking
• Performs risk and compliance tasks related to lending and customer data entry

Skills

Consultative selling

Customer needs analysis

Relationship building

Posting and service

Education

Post-secondary degree desirable

Job description

BMO Financial Group is hiring in Wisconsin to deliver exceptional service in Retail Banking Sales & Service. The role focuses on needs-based assessments, advising on everyday banking, lending, home financing, and investments while growing customer relationships across channels.

The position emphasizes compliant lending practices, excellent service, and collaboration with branch teams to meet business objectives. Salary reflects regional market and experience.