Relationship Banker & Lending Advisor

Koitecc Solutions; Madison, Northern (WI, KY); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group in Madison, WI, is seeking a Banking Sales & Service professional to deliver exceptional customer service and needs-based financial guidance. You will engage customers, assess their banking needs, and recommend tailored solutions across everyday banking, lending, and investments.

Lead by example in a branch team, leveraging digital tools and self-serve options, while ensuring compliance and accurate data entry. Knowledge of personal banking products is essential.

Qualifications

• Typically between 2-3 years of relevant experience and a post-secondary degree desirable.
• Knowledge of personal and small business needs and solutions.
• Experience in financial services is an asset.
• Ability to engage customers and identify opportunities in a consultative manner.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Engages customers to complete needs assessments for tailored financial solutions.
• Offers guidance on digital and self-serve options to simplify banking.
• Identifies opportunities to grow loyalty and build relationships.
• Probes to understand personal banking and credit card needs.
• Ensures accurate data entry and compliance with lending policies.

Skills

Customer service

Needs assessment

Sales awareness

Communication skills

Organization skills

Analytical skills

Interpersonal skills

Problem solving

Cultural collaboration

Education

Post-secondary degree in related field

Tools

CRM software

Online tools

Social media

Tablets & smartphones

Job description

BMO Financial Group in Madison, WI, is seeking a Banking Sales & Service professional to deliver exceptional customer service and needs-based financial guidance. You will engage customers, assess their banking needs, and recommend tailored solutions across everyday banking, lending, and investments.

Lead by example in a branch team, leveraging digital tools and self-serve options, while ensuring compliance and accurate data entry. Knowledge of personal banking products is essential.