Relationship Banker: Personal Banking, Home Loans & Growth

BMO U.S.; Madison (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO U.S. in Madison, WI, is seeking a Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions.

You will work across branches and channels with BMO partners to achieve business goals and strengthen relationships. The role emphasizes proactive engagement, needs-based assessments, and guidance on everyday banking, lending, home financing, and small business solutions, while promoting digital options for a

Qualifications

• Experience in retail banking or financial services is preferred.
• Strong interpersonal skills and a consultative sales approach.
• Ability to build relationships with customers and identify financial solutions.

Responsibilities

• Deliver exceptional service and identify customer needs.
• Provide advice on banking solutions and digital/self-serve options.
• Engage customers to grow business through appointments and referrals.
• Ensure accurate data entry and compliant lending recommendations.

Skills

Customer service

Sales skills

Communication

Financial products knowledge

Team collaboration

Regulatory compliance

Education

Post-secondary degree

Tools

CRM software

Online tools

Job description

BMO U.S. in Madison, WI, is seeking a Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions.

You will work across branches and channels with BMO partners to achieve business goals and strengthen relationships. The role emphasizes proactive engagement, needs-based assessments, and guidance on everyday banking, lending, home financing, and small business solutions, while promoting digital options for a