Relationship Banker: Personal Banking & Lending Expert

BMO U.S.; Madison (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a customer-oriented banking professional in Wisconsin to deliver exceptional service and guidance on everyday banking, lending, and investment solutions. The role emphasizes needs-based assessments, proactive engagement, and building strong customer relationships.

The position supports multi-channel service, risk compliance, and collaboration with branch teams to achieve business objectives while delivering a personal banking experience.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree or equivalent mix of education and experience.
• Experience in financial services is an asset.
• Confident in using social media, tablets, smartphones, and online tools.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Proactively engages with existing customers and prospects to identify opportunities.
• Maintains knowledge of personal banking products and lending solutions.

Skills

Customer service

Sales oriented

Communication skills

Relationship building

Education

Post-secondary degree

Tools

Social media

Online tools

Job description

BMO U.S. is seeking a customer-oriented banking professional in Wisconsin to deliver exceptional service and guidance on everyday banking, lending, and investment solutions. The role emphasizes needs-based assessments, proactive engagement, and building strong customer relationships.

The position supports multi-channel service, risk compliance, and collaboration with branch teams to achieve business objectives while delivering a personal banking experience.