Relationship Banker: Personal Banking & Lending Advisor

Bank N.A.; Madison (WI); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank N.A. in Madison, WI is seeking a customer-focused banker to deliver exceptional service and identify financial solutions for customers. You will work with customers and prospects to assess needs, promote digital options, and build lasting relationships across channels.

The role emphasizes loan and banking product guidance, collaboration with branch teams, and compliance with policies to protect customers and assets.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable.

Responsibilities

• Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.

Education

Post-secondary degree in related field

Job description

Bank N.A. in Madison, WI is seeking a customer-focused banker to deliver exceptional service and identify financial solutions for customers. You will work with customers and prospects to assess needs, promote digital options, and build lasting relationships across channels.

The role emphasizes loan and banking product guidance, collaboration with branch teams, and compliance with policies to protect customers and assets.