Relationship Banker – Personal Banking & Lending Pro

BMO; Oshkosh (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in Wisconsin is seeking a customer-focused Banking Specialist to deliver tailored financial advice. You will engage with customers and prospects, assess needs, and recommend solutions across everyday banking, lending, and investments while guiding them to digital self-serve options.

This role emphasizes relationship-building, compliance with regulatory requirements, and collaboration with branch teams to achieve sales and service goals.

Qualifications

• 2-3 years of relevant experience; post-secondary degree desirable.
• Appropriate lending qualifications and designations.
• Experience with personal and small business banking needs.
• Experience with retail investments and lending products.
• Confident with social media, tablets, smartphones, online tools.
• Experience in a consultative customer service or sales role.
• Strong communication and teamwork skills.
• Analytical and problem-solving abilities.

Responsibilities

• Engage customers with needs-based assessments to grow loyalty.
• Recommend tailored financial solutions across banking channels.
• Provide guidance on digital/self-serve options.
• Manage customer transactions and schedule appointments.
• Identify and report suspicious activity per regulatory requirements.
• Adhere to risk management framework and lending policies.
• Collaborate with branch and market teams to meet goals.

Skills

Customer service

Sales aptitude

Relationship building

Analytical thinking

Communication skills

Education

Post-secondary degree

Tools

CRM software

Online banking platforms

Job description

BMO Financial Group in Wisconsin is seeking a customer-focused Banking Specialist to deliver tailored financial advice. You will engage with customers and prospects, assess needs, and recommend solutions across everyday banking, lending, and investments while guiding them to digital self-serve options.

This role emphasizes relationship-building, compliance with regulatory requirements, and collaboration with branch teams to achieve sales and service goals.