Relationship Banker — Personal Banking & Lending Expert

BMO; Wisconsin Rapids (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 Harris Bank is hiring in the United States for a retail banking sales & service role. The position focuses on delivering exceptional service, identifying customer needs, and guiding them to suitable financial solutions.

You will work across branches and channels to meet customer expectations and drive business results. Requirements include 2–3 years of relevant experience and a post-secondary degree or equivalent, with knowledge of lending, investments, and customer needs.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing, and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Acts as a key member of a collaborative and versatile branch and market team.

Skills

Needs-based assessments

Sales & service

Customer engagement

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is hiring in the United States for a retail banking sales & service role. The position focuses on delivering exceptional service, identifying customer needs, and guiding them to suitable financial solutions.

You will work across branches and channels to meet customer expectations and drive business results. Requirements include 2–3 years of relevant experience and a post-secondary degree or equivalent, with knowledge of lending, investments, and customer needs.