Relationship Banker: Personal Banking & Lending Advisor

BMO Harris Bank; Manitowoc (WI); On-site; USD 41,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank in Manitowoc, WI seeks a customer-focused professional to deliver exceptional service, assess needs, and advise on financial solutions across everyday banking, retail investments, and lending options. You will engage prospects, support transactions, and collaborate with branch teams to grow relationships and meet business goals.

The role emphasizes compliant lending, strong interpersonal skills, and proactive community engagement to enhance the customer experience and outcomes.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent combination of education and experience.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills, with a customer-first mindset.

Responsibilities

• Deliver exceptional service to BMO customers and prospects; identify needs and advise on financial solutions.
• Lead needs assessments to grow loyalty and opportunities; present tailored banking and lending options.
• Guide customers to digital/self-serve options to simplify banking; assist with transactions as needed.
• Build new relationships in the community and generate appointments through proactive outreach.
• Ensure compliant lending recommendations and data entry aligned with policies and regulations.
• Collaborate with branch and market teams to achieve business objectives.

Skills

Needs-based assessments

Customer service

Sales

Financial solutions

Communication

Education

Post-secondary degree

Job description

BMO Harris Bank in Manitowoc, WI seeks a customer-focused professional to deliver exceptional service, assess needs, and advise on financial solutions across everyday banking, retail investments, and lending options. You will engage prospects, support transactions, and collaborate with branch teams to grow relationships and meet business goals.

The role emphasizes compliant lending, strong interpersonal skills, and proactive community engagement to enhance the customer experience and outcomes.