Relationship Banker — Personal Banking & Solutions

Koitecc Solutions; Mequon (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Wisconsin is seeking a branch-based professional in Retail Banking Sales & Service to deliver exceptional customer experiences. You will assess customer needs and guide them toward suitable financial solutions while supporting transactions and promoting digital options.

The role emphasizes proactive engagement, relationship-building in the community, and adherence to regulatory requirements. Salary ranges reflect US market rates for this position.

Qualifications

• Typically 2-3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
• Experienced in consultative customer service or sales roles.
• Strong verbal and written communication skills.
• Ability to build rapport and connect with customers.
• Proficient in using social media, tablets, smartphones, online tools and applications.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and advise on financial solutions aligned with customer interests.
• Engage customers to complete needs assessments and propose tailored banking solutions.
• Assist customers with transactions and promote digital/self-serve options for faster service.
• Build new relationships in the community and generate appointments to grow business.

Skills

Customer service

Sales experience

Interpersonal skills

Education

Post-secondary degree or equivalent

Job description

BMO Financial Group in Wisconsin is seeking a branch-based professional in Retail Banking Sales & Service to deliver exceptional customer experiences. You will assess customer needs and guide them toward suitable financial solutions while supporting transactions and promoting digital options.

The role emphasizes proactive engagement, relationship-building in the community, and adherence to regulatory requirements. Salary ranges reflect US market rates for this position.