Relationship Banker - Personal Banking & Investment

BMO; Kenosha (WI); Presencial; USD 42.000 - 55.000; Jornada completa

Descripción de la vacante

BMO is seeking a customer-focused individual to deliver exceptional service in a branch environment in Wisconsin. You will identify customer needs, offer financial solutions, and collaborate with partners to grow customer relationships.

The role emphasizes guiding customers to digital channels, providing personal banking and investment advice, and maintaining compliance while supporting branch operations. Strong communication and teamwork are essential.

Formación

• 1–2 years of relevant experience and/or certification in related field is desirable or an equivalent combination of education and experience.
• Confident and experienced in using social media, tablets, smartphones, online tools and applications.
• Drive to deliver a personal customer experience and collaborate in a team-based environment.

Responsabilidades

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions in the customer’s best interest.
• Works with BMO partners to grow the customer relationship and offer digital and self-serve options.
• Engages customers in needs-based conversations and guides them to appropriate banking channels and services.
• Supports branch operations and risk/compliance processes.

Conocimientos

Communication skills

Active listening

Consultative selling

Interpersonal skills

Problem solving

Herramientas

Social media

Tablets

Smartphones

Online tools

Descripción del empleo

BMO is seeking a customer-focused individual to deliver exceptional service in a branch environment in Wisconsin. You will identify customer needs, offer financial solutions, and collaborate with partners to grow customer relationships.

The role emphasizes guiding customers to digital channels, providing personal banking and investment advice, and maintaining compliance while supporting branch operations. Strong communication and teamwork are essential.