Relationship Banker: Grow Loyalty & Financial Solutions

BMO; Whitefish Bay (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

Job summary

BMO is seeking a Retail Banking Sales & Service professional to deliver exceptional service and guidance on financial solutions. You will identify customer needs, conduct needs assessments, and recommend tailored banking and lending options while collaborating with branch partners.

You will engage existing customers and prospects, schedule appointments, and help navigate digital and self-serve options to simplify banking. Join a team focused on customer experience and growth.

Qualifications

• 2-3 years of relevant experience or equivalent
• Experience in financial services considered an asset
• Strong interpersonal and communication skills
• Comfort with social media, tablets, smartphones and online tools
• Ability to deliver personalized customer experiences in a consultative sales environment

Responsibilities

• Deliver exceptional service to customers and prospects
• Identify client needs and advise on financial solutions aligned with best interests
• Lead needs-based assessments to grow loyalty and opportunities
• Engage customers to grow BMO’s business and build new relationships
• Ensure accurate data entry and compliance with lending policies and processes
• Contribute to a collaborative branch and market team to meet targets

Skills

Needs-based assessments

Customer service

Effective communication

Analytical problem solving

Team collaboration

Education

Post-secondary degree in related field desirable

Job description

BMO is seeking a Retail Banking Sales & Service professional to deliver exceptional service and guidance on financial solutions. You will identify customer needs, conduct needs assessments, and recommend tailored banking and lending options while collaborating with branch partners.

You will engage existing customers and prospects, schedule appointments, and help navigate digital and self-serve options to simplify banking. Join a team focused on customer experience and growth.