Relationship Banker: Personal Banking & Lending Expert

BMO; Twin Lakes (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 Financial Group is seeking a Branch Associate in Wisconsin to deliver exceptional service, identify customer needs, and provide tailored financial solutions. You will work with the branch team and partners to ensure a positive customer experience across channels.

The role emphasizes needs-based assessments, relationship growth, and guidance on everyday banking, lending, and investments. A strong focus on compliance and risk awareness is required.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree desirable or an equivalent combination of education and experience.
• Experience in a consultative customer service or sales role preferred.
• Strong interpersonal and communication skills; ability to build rapport with customers.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Leads needs assessments to grow loyalty and identify opportunities.
• Proactively engages customers to generate appointments and build relationships.

Skills

Customer service

Sales experience

Banking knowledge

Communication skills

Team collaboration

Problem solving

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Branch Associate in Wisconsin to deliver exceptional service, identify customer needs, and provide tailored financial solutions. You will work with the branch team and partners to ensure a positive customer experience across channels.

The role emphasizes needs-based assessments, relationship growth, and guidance on everyday banking, lending, and investments. A strong focus on compliance and risk awareness is required.