Relationship Banker - Growth & Solutions Advisor

BMO Harris Bank; Fond du Lac (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 is seeking a branch-based professional in Wisconsin to deliver exceptional service and identify financial solutions that best fit customer needs. You will collaborate with branch teams and partners to enhance the customer experience and drive business results.

The role involves engaging existing customers and prospects, assessing needs, recommending tailored banking products, and guiding clients through digital options while maintaining compliance with policies and regulations.

Qualifications

• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.

Responsibilities

• Lead with customers to assess needs and identify financial solutions.
• Engage customers to complete needs assessments and recommend tailored banking solutions.
• Advise on digital and self-serve options to simplify banking for customers.
• Support customer transactions and branch operations as needed.
• Proactively generate appointments and build new relationships in the community.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Consultative customer service or sales

Strong interpersonal skills

Verbal & written communication

Organization skills

Collaboration & team skills

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a branch-based professional in Wisconsin to deliver exceptional service and identify financial solutions that best fit customer needs. You will collaborate with branch teams and partners to enhance the customer experience and drive business results.

The role involves engaging existing customers and prospects, assessing needs, recommending tailored banking products, and guiding clients through digital options while maintaining compliance with policies and regulations.