Relationship Banker - Personal Banking & Lending

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in the United States seeks a customer-focused advisor who delivers exceptional service, identifies client needs, and guides them toward suitable financial solutions across everyday banking, lending, and investments.

You will work with branch teams and partners to grow relationships, complete needs assessments, and ensure compliant, risk-aware recommendations in a fast-paced community setting.

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Engage with customers to assess needs and offer financial solutions.
• Provide advice on digital and self-serve banking options.
• Make credit recommendations for personal lending.
• Ensure compliance with regulatory requirements.
• Collaborate with branch teams and partners to grow relationships.

Skills

Needs-based assessment

Credit recommendations

Customer service

Retail lending

Regulatory compliance

Education

Post-secondary degree

Job description

BMO Financial Group in the United States seeks a customer-focused advisor who delivers exceptional service, identifies client needs, and guides them toward suitable financial solutions across everyday banking, lending, and investments.

You will work with branch teams and partners to grow relationships, complete needs assessments, and ensure compliant, risk-aware recommendations in a fast-paced community setting.