Relationship Banker: Grow Loyalty with Banking Solutions

BMO Harris Bank; Prescott (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 Harris Bank in Wisconsin is seeking a Customer Advisor to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions, including everyday banking, lending, home financing, and small business options, while collaborating with branch teams to meet sales and service objectives.

You will conduct needs assessments, recommend tailored solutions, guide customers to digital self-serve options, and work across channels to build

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree.
• Knowledge of personal banking, lending, and retail investment products.
• Ability to identify customer needs and propose tailored financial solutions.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Lead needs assessments to grow loyalty and identify opportunities.
• Advise on digital/self-serve options and guide across channels.
• Collaborate with branch and partners to deliver customer experience.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Customer service

Sales oriented

Needs-based assessment

Communication skills

Education

Post-secondary degree

Tools

Social media tools

Online banking tools

Tablets/smart devices

Job description

BMO Harris Bank in Wisconsin is seeking a Customer Advisor to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions, including everyday banking, lending, home financing, and small business options, while collaborating with branch teams to meet sales and service objectives.

You will conduct needs assessments, recommend tailored solutions, guide customers to digital self-serve options, and work across channels to build