Relationship Banker & Lending Advisor

BMO U.S.; Janesville (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 Financial Group is seeking a customer-focused professional to deliver exceptional service, understand customer needs, and provide tailored financial solutions across banking channels.

You will engage customers to grow business, perform needs assessments for personal and small-business solutions, and ensure compliance with lending policies while guiding clients to digital options for a faster experience.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree is desirable.
• Experience in financial services is an asset.
• Confident with social media, tablets, smartphones, and online tools.

Responsibilities

• Lead in engaging with existing customers and prospects through needs-based assessments.
• Provide tailored financial solutions and guidance across banking channels.
• Advise on digital/self-serve options and assist with lending and home financing needs.
• Ensure compliance with legal and regulatory requirements and lending policies.

Skills

Customer service

Sales

Credit assessment

Education

Post-secondary degree

Tools

Digital tools

Job description

BMO Financial Group is seeking a customer-focused professional to deliver exceptional service, understand customer needs, and provide tailored financial solutions across banking channels.

You will engage customers to grow business, perform needs assessments for personal and small-business solutions, and ensure compliance with lending policies while guiding clients to digital options for a faster experience.