Relationship Banker: Personal Finance Advisor

BMO U.S.; Beloit (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 (U.S.) in Beloit, WI, seeks a customer-focused banking professional to deliver exceptional service within Retail Banking Sales & Service. You will identify customer needs, advise on financial solutions, and collaborate with branch partners to enhance the customer experience.

You will engage with customers to complete needs assessments, propose tailored banking and lending options, and ensure compliance with policies while protecting customers' assets.

Qualifications

• 2–3 years of relevant banking experience preferred
• Post-secondary degree in related field desirable
• Strong knowledge of personal banking and lending products
• Excellent communication and relationship-building skills

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Engage with customers to grow loyalty and opportunities.
• Take credit recommendations for personal lending per policy.
• Ensure compliance with legal and regulatory requirements.

Skills

Customer service

Sales

Verbal communication

Written communication

Interpersonal skills

Analytical thinking

Problem solving

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO Financial Group (U.S.) in Beloit, WI, seeks a customer-focused banking professional to deliver exceptional service within Retail Banking Sales & Service. You will identify customer needs, advise on financial solutions, and collaborate with branch partners to enhance the customer experience.

You will engage with customers to complete needs assessments, propose tailored banking and lending options, and ensure compliance with policies while protecting customers' assets.