Relationship Banker: Personal Banking & Lending Expert

BMO

Verona (WI)

On-site

USD 42,000 - 66,000

Full time

9 days ago

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO in Verona, Wisconsin is hiring a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs. You will guide customers through financial solutions, perform needs assessments, and collaborate with branch teams to grow relationships and meet business objectives.

Responsibilities include advising on everyday banking, lending, and small business solutions, promoting digital options, and ensuring accurate data entry while complying with policies and

Qualifications

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

Responsibilities

Delivers exceptional service to BMO customers and prospects.
Identifies customer needs and provides advice and guidance regarding financial solutions.
Works collaboratively within the branch and with BMO partners to deliver the customer experience and business objectives.
Takes needs-based assessments to grow loyalty and identify opportunities.
Offers guidance on digital and self-serve options to make banking easier.

Skills

Customer service

Sales oriented

Communication skills

Interpersonal skills

Problem solving

Education

Post-secondary degree in related field

Job description

Responsibilities include advising on everyday banking, lending, and small business solutions, promoting digital options, and ensuring accurate data entry while complying with policies and

Get your free, confidential resume review.

or drag and drop your file here.