Relationship Banker: Personal Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a service-minded professional to advise customers on personal banking and lending solutions. You will lead needs assessments, present tailored financial options, and collaborate with branch teams to deliver a superior customer experience while meeting business objectives.

You will engage existing customers and prospects, promote digital tools, and ensure regulatory compliance in lending and customer data practices.

Qualifications

• 2-3 years of relevant experience and a post-secondary degree in related field (desirable).
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong verbal and written communication skills with a customer-focused approach.

Responsibilities

• Deliver needs-based assessments to identify financial solutions for customers.
• Advise on personal banking, lending products and channels, including digital options.
• Engage customers to grow relationships and complete tailored recommendations.
• Ensure compliance with lending policies, risk and regulatory requirements.

Skills

Customer service

Sales

Communication skills

Interpersonal skills

Analytical skills

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools

Applications

Job description

BMO Financial Group in the United States seeks a service-minded professional to advise customers on personal banking and lending solutions. You will lead needs assessments, present tailored financial options, and collaborate with branch teams to deliver a superior customer experience while meeting business objectives.

You will engage existing customers and prospects, promote digital tools, and ensure regulatory compliance in lending and customer data practices.