Relationship Banker: Personal Banking & Lending Expert

BMO; Town of Germantown (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO in Wisconsin’s Town of Germantown is hiring for a Retail Banking Sales & Service role. You will engage customers, assess financial needs, and guide them to suitable banking solutions both in-branch and via digital channels.

The role emphasizes delivering exceptional service, proactive engagement with customers and prospects, and collaboration with branch and market teams to meet business objectives. Prior experience in financial services is considered an asset.

Qualifications

• Typically 2-3 years of relevant experience and a post-secondary degree or equivalent.
• Experience in financial services is an asset.
• Strong communication and interpersonal skills.

Responsibilities

• Engage with customers to assess needs and offer tailored financial solutions.
• Lead needs-based assessments with customers and prospects.
• Promote digital and self-serve options to simplify banking.
• Process transactions and support branch operations.
• Build relationships and referrals within the community.
• Ensure compliance with regulatory requirements and risk management.

Skills

Customer service

Needs-based selling

Financial guidance

Communication

Interpersonal skills

Problem solving

Team collaboration

Education

Post-secondary degree

Tools

CRM systems

Online banking tools

Job description

BMO in Wisconsin’s Town of Germantown is hiring for a Retail Banking Sales & Service role. You will engage customers, assess financial needs, and guide them to suitable banking solutions both in-branch and via digital channels.

The role emphasizes delivering exceptional service, proactive engagement with customers and prospects, and collaboration with branch and market teams to meet business objectives. Prior experience in financial services is considered an asset.