Relationship Banker: Personal Banking & Lending Advisor

Hispanic Alliance for Career Enhancement; Beloit (WI); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plans

Job summary

BMO Financial Group is seeking a results-driven Banking Advisor to deliver exceptional service to customers and prospects in our Beloit, WI area. You will assess needs, recommend tailored financial solutions, and collaborate with branch teams to achieve business goals.

Responsibilities include advising on everyday banking, lending, home financing, and digital options, while ensuring compliance and risk controls.

Qualifications

• 2-3 years of relevant experience desirable or equivalent combination of education and experience.
• Experience in financial services is an asset.
• Verbal & written communication skills are good.

Responsibilities

• Provide needs-based assessments to identify financial solutions and grow loyalty.
• Advise clients on banking channels and tailor products (everyday banking, lending, home financing, investments).
• Support transactions and collaborate with branch and partners to deliver customer experience.

Skills

Needs assessment

Sales & service

Relationship building

Communication skills

Compliance awareness

Education

Post-secondary degree

Tools

CRM software

Job description

BMO Financial Group is seeking a results-driven Banking Advisor to deliver exceptional service to customers and prospects in our Beloit, WI area. You will assess needs, recommend tailored financial solutions, and collaborate with branch teams to achieve business goals.

Responsibilities include advising on everyday banking, lending, home financing, and digital options, while ensuring compliance and risk controls.