Relationship Banker: Personal Banking & Lending

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO Financial Group in Wisconsin is seeking a customer-focused Banking Advisor to identify needs and guide clients to the best financial solutions. You will engage prospects, offer tailored banking, lending, and investment options, and promote digital tools to simplify banking while ensuring a compliant, high-quality experience.

The role emphasizes consultative sales, relationship building, and teamwork within a branch and market network to achieve service and business goals.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Readiness to collaborate and work in different capacities as part of a team.

Responsibilities

• Identifies customer needs and provides advice regarding financial solutions in the customer's best interests.
• Proactively engages existing customers and prospects to grow loyalty.
• Recommends tailored financial solutions across banking, investments, lending, and home financing.
• Explains digital and self-serve options to make banking easier.
• Maintains compliance with legal, regulatory, and risk requirements.
• Works with branch and partners to deliver the desired customer experience.

Skills

Customer service

Sales experience

Communication skills

Relationship building

Problem solving

Team collaboration

Education

Post-secondary degree desirable

Job description

BMO Financial Group in Wisconsin is seeking a customer-focused Banking Advisor to identify needs and guide clients to the best financial solutions. You will engage prospects, offer tailored banking, lending, and investment options, and promote digital tools to simplify banking while ensuring a compliant, high-quality experience.

The role emphasizes consultative sales, relationship building, and teamwork within a branch and market network to achieve service and business goals.