Relationship Banker: Personal Banking & Lending Expert

BMO Harris Bank; Wauwatosa (WI); Presencial; USD 42.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group is hiring for a Retail Banking Sales & Service role in Wisconsin. You will deliver exceptional service, identify customer needs, and provide guidance on financial solutions with a focus on lending and everyday banking.

You will engage customers, grow relationships, process lending applications in compliance, and work with branch teams to achieve business goals while upholding risk and regulatory requirements. Competitive salary and comprehensive benefits are offered.

Formación

• Delivers exceptional service and identifies customer needs to offer financial solutions.
• Engages customers to perform needs assessments and recommend tailored banking options.
• Acts within risk, regulatory, and policy frameworks to support lending and servicing.

Responsabilidades

• Provide needs-based assessments to grow loyalty and opportunities.
• Engage customers to identify financial solutions across channels and products.
• Guide clients through digital/self-serve options and banking transactions.
• Process lending applications and ensure compliance with policies and regulations.

Conocimientos

Customer service

Needs-based selling

Communication

Collaboration

Descripción del empleo

BMO Financial Group is hiring for a Retail Banking Sales & Service role in Wisconsin. You will deliver exceptional service, identify customer needs, and provide guidance on financial solutions with a focus on lending and everyday banking.

You will engage customers, grow relationships, process lending applications in compliance, and work with branch teams to achieve business goals while upholding risk and regulatory requirements. Competitive salary and comprehensive benefits are offered.