Relationship Banker: Personal Banking & Lending Advisor

BMO U.S.

Town of Germantown (WI)

On-site

USD 42,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Wisconsin is seeking a customer-facing role focused on delivering tailored financial solutions and exceptional service. You will engage customers to assess needs, propose appropriate banking and lending options, and guide clients to digital tools to streamline banking.

The role emphasizes relationship-building, cross-channel collaboration, and adherence to regulatory requirements while contributing to overall business goals.

Qualifications

Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business needs and solutions.
Experience in financial services is an asset.
Verbal & written communication skills - Good.

Responsibilities

Delivers needs-based assessments to grow loyalty and identify opportunities.
Recommends tailored financial solutions across banking and lending products.
Guides clients to digital and self-serve options to simplify banking.
Engages customers to generate appointments and build new relationships.

Skills

Needs-based sales

Customer service

Interpersonal skills

Problem solving

Communication

Education

Post-secondary degree desirable

Education+experience equivalence

Job description

The role emphasizes relationship-building, cross-channel collaboration, and adherence to regulatory requirements while contributing to overall business goals.

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