Relationship Banker: Personal Banking & Lending

Koitecc Solutions; Superior (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused banking professional in the United States. You will engage customers, perform needs assessments, and recommend financial solutions across banking, lending, and investments while supporting transactions and delivering excellent service.

The role emphasizes building relationships, promoting digital channels, and complying with regulatory requirements. Strong communication and problem-solving skills are essential for success.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in a related field desirable.
• Canada only: Registration to sell investment products (as appropriate).
• Lending qualifications and designations; working knowledge of personal and small business customer needs.

Responsibilities

• Engage existing customers and prospects with needs-based assessments to grow loyalty.
• Identify financial solutions and preferred banking channels; tailor offerings for sales and service needs.
• Advise on digital and self-serve options to make banking easy and fast.
• Support customer transactions and respond to inquiries to ensure smooth service.

Skills

Customer service

Sales

Communication

Interpersonal skills

Problem solving

Education

Bachelor's degree or equivalent

Job description

BMO Financial Group is seeking a customer-focused banking professional in the United States. You will engage customers, perform needs assessments, and recommend financial solutions across banking, lending, and investments while supporting transactions and delivering excellent service.

The role emphasizes building relationships, promoting digital channels, and complying with regulatory requirements. Strong communication and problem-solving skills are essential for success.