Relationship Banker: Personal Banking & Lending Pro

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

BMO is hiring to deliver exceptional customer service in banking, guiding customers through needs-based assessments and tailored financial solutions. You will work closely with colleagues and partners to achieve growth, manage risk, and protect customer privacy while promoting digital channels.

The role emphasizes consultative sales, relationship building, and adherence to regulatory standards across multiple branches and channels.

Qualifications

• 2-3 years of relevant experience or equivalent education.
• Registration to sell investment products (Canada only).
• Knowledge of personal and small business needs and solutions.
• Experience in financial services is an asset.
• Proficient with social media, tablets, smartphones, and online tools.
• Strong consultative sales and customer service skills.

Responsibilities

• Engage customers to assess needs and grow loyalty.
• Recommend tailored banking, lending, and investment solutions.
• Guide customers to digital and self-serve options for ease and speed.
• Support transactions and collaborate with branch and partners.
• Build new relationships through outreach and community involvement.
• Ensure compliance with risk, privacy, and lending policies.

Skills

Sales Skills

Customer Service

Financial Solutions

Lending Knowledge

Education

Post-secondary degree

Job description

BMO is hiring to deliver exceptional customer service in banking, guiding customers through needs-based assessments and tailored financial solutions. You will work closely with colleagues and partners to achieve growth, manage risk, and protect customer privacy while promoting digital channels.

The role emphasizes consultative sales, relationship building, and adherence to regulatory standards across multiple branches and channels.