Relationship Banker: Personal Banking & Lending Advisor

BMO U.S.; Madison (WI); Sur place; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Résumé du poste

BMO U.S. is seeking a customer-focused professional in Madison, WI, to deliver personalized banking guidance and financial solutions.

The role involves engaging customers, assessing needs, and offering tailored recommendations across everyday banking, lending, home financing, and small business products. Candidate should have 2–3 years of relevant experience and a related post-secondary degree; compliance and risk management are essential.

Qualifications

• Typically 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 with social media, tablets, smartphones, online tools, and applications.

Responsabilités

• Lead needs-based assessments to grow loyalty and identify opportunities.
• Provide advice and guidance on financial solutions and banking channels.
• Recommend tailored solutions including lending, home financing, and small business solutions.
• Adhere to risk, compliance, and regulatory requirements and lending policies.
• Collaborate with branch and BMO partners to deliver customer experience.

Connaissances

Verbal and written communication

Organization skills

Collaboration and teamwork

Analytical problem solving

Interpersonal skills

Digital literacy

Specialized knowledge

Formation

Post-secondary degree desirable

Description du poste

BMO U.S. is seeking a customer-focused professional in Madison, WI, to deliver personalized banking guidance and financial solutions.

The role involves engaging customers, assessing needs, and offering tailored recommendations across everyday banking, lending, home financing, and small business products. Candidate should have 2–3 years of relevant experience and a related post-secondary degree; compliance and risk management are essential.