Relationship Banker: Lending & Banking Solutions

BMO U.S.; Green Bay (WI); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. in Wisconsin seeks a customer-focused professional to deliver advice on personal banking and lending solutions, engaging with existing customers and prospects to identify opportunities across channels.

You will work within a collaborative branch team, applying risk management, complying with regulations, and guiding clients through home financing, everyday banking, and small business solutions while building lasting relationships.

Qualifications

• Typically 2–3 years of relevant experience with a related degree.
• Investment product registration (Canada only).
• Lending qualifications and designations.
• Knowledge of personal and small business needs.
• Experience in financial services is an asset.
• Proficient with social media, tablets, smartphones, and online tools.
• Consultative sales experience.
• Commitment to helping customers.
• Results-focused and team oriented.
• Self-starter with adaptability.
• Collaboration and communication skills.
• Analytical and problem-solving skills.

Responsibilities

• Lead needs-based assessments to grow loyalty and identify opportunities.
• Suggest tailored financial solutions across banking channels.
• Advise on digital/self-serve options to simplify banking.
• Assist transactions and support client inquiries.
• Build relationships and appointments in the community.
• Ensure compliance with legal, regulatory, and lending policies.

Skills

Needs-based selling

Customer service

Financial solutions

Lending knowledge

Regulatory compliance

Education

Post-secondary degree

Lending qualifications

Job description

BMO U.S. in Wisconsin seeks a customer-focused professional to deliver advice on personal banking and lending solutions, engaging with existing customers and prospects to identify opportunities across channels.

You will work within a collaborative branch team, applying risk management, complying with regulations, and guiding clients through home financing, everyday banking, and small business solutions while building lasting relationships.