Relationship Banker: Personal Banking & Lending Advisor

Bank N.A.; Milwaukee (WI); On-site; USD 19,000 - 30,000; Full time

Job summary

BMO is seeking a banking professional to deliver exceptional service, assess customer needs, and advise on financial solutions across channels. The role involves proactive engagement with customers, conducting needs assessments, and recommending tailored lending, investment, and everyday banking options.

The position emphasizes compliance, risk management, and community relationship building, with opportunities to grow loyalty and drive business results within the branch network.

Qualifications

• 2–3 years of relevant experience (banking preferred).
• Post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business banking needs.
• Experience with retail investments and lending products.
• Experience in a consultative sales role.
• Confident with social media and digital tools.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides tailored financial guidance.
• Engages with customers to complete needs assessments.
• Recommends solutions across banking channels and products.
• Adheres to risk, compliance, and regulatory requirements.
• Builds new relationships within the community.

Skills

Sales experience

Customer service

Social media familiarity

Communication skills

Education

Post-secondary degree desirable

Tools

Tablets

Smartphones

Online tools

Job description

BMO is seeking a banking professional to deliver exceptional service, assess customer needs, and advise on financial solutions across channels. The role involves proactive engagement with customers, conducting needs assessments, and recommending tailored lending, investment, and everyday banking options.

The position emphasizes compliance, risk management, and community relationship building, with opportunities to grow loyalty and drive business results within the branch network.