Relationship Banker: Personal Banking & Lending Pro

BMO U.S.; Greendale (WI); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a customer-focused banking professional to deliver tailored financial solutions and exceptional service. You will engage existing customers and prospects, assess needs, and guide them through everyday banking, lending, and investment options, both in-branch and through digital channels.

You will work within the branch and with BMO partners to meet business objectives, manage risk, and maintain data accuracy, while supporting a personal, consultative customer experience.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in related field.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong verbal and written communication skills.
• Ability to collaborate across branch and market teams.

Responsibilities

• Leads needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to identify financial solutions and preferred banking channels.
• Advises on digital and self-serve options to simplify banking.
• Makes credit recommendations for personal lending in line with policies.
• Works with branch and market teams to deliver a superior customer experience.
• Maintains compliance with risk, privacy, and regulatory requirements.

Skills

Needs-based assessments

Customer engagement

Sales & service focus

Credit knowledge

Interpersonal skills

Communication skills

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO Financial Group seeks a customer-focused banking professional to deliver tailored financial solutions and exceptional service. You will engage existing customers and prospects, assess needs, and guide them through everyday banking, lending, and investment options, both in-branch and through digital channels.

You will work within the branch and with BMO partners to meet business objectives, manage risk, and maintain data accuracy, while supporting a personal, consultative customer experience.