Relationship Banker: Personal Finance Advisor

Koitecc Solutions; Beaver Dam (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 Financial Group in Wisconsin is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them to suitable financial solutions. You will engage with customers, perform needs assessments, and promote digital options to streamline banking.

The role focuses on building relationships, handling transactions, and contributing to branch goals while complying with lending policies and regulatory requirements.

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.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Engage with customers to identify needs and provide tailored financial solutions.
• Lead needs assessments to grow loyalty and opportunities.
• Advise on digital and self-serve options to simplify banking.
• Process customer transactions and manage risk in compliance with policies.
• Build new relationships within the community and generate appointments.
• Ensure accurate data entry and lending recommendations per regulations.
• Collaborate within branch and market teams for best customer experience.

Skills

Customer service

Sales & upselling

Communication

Interpersonal skills

Problem solving

Education

Post-secondary degree

Lending qualifications

Job description

BMO Financial Group in Wisconsin is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them to suitable financial solutions. You will engage with customers, perform needs assessments, and promote digital options to streamline banking.

The role focuses on building relationships, handling transactions, and contributing to branch goals while complying with lending policies and regulatory requirements.