Relationship Banker: Personal Finance Growth Advisor

BMO U.S.; Elm Grove (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a customer-focused professional in Wisconsin to deliver personalized banking advice, grow relationships, and provide tailored financial solutions. The role emphasizes needs-based assessments, cross-channel collaboration, and compliant lending guidance.

The position involves engaging customers, promoting digital options, and supporting branch operations, with a focus on delivering a high-quality customer experience and meeting business objectives.

Qualifications

• Typically 2–3 years of relevant experience in financial services.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business needs and solutions.
• Working knowledge of retail investments and lending products.
• Strong verbal and written communication, organization and collaboration.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Engage customers to identify financial solutions and preferred banking channels.
• Advise on digital and self-serve options to streamline banking.
• Support customer transactions and inquiries while ensuring compliance.
• Build relationships by generating appointments and outreach within the community.
• Apply risk management to protect assets and follow lending policies.

Skills

Customer service

Needs-based selling

Credit knowledge

Communication skills

Interpersonal skills

Education

Post-secondary degree desirable

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is seeking a customer-focused professional in Wisconsin to deliver personalized banking advice, grow relationships, and provide tailored financial solutions. The role emphasizes needs-based assessments, cross-channel collaboration, and compliant lending guidance.

The position involves engaging customers, promoting digital options, and supporting branch operations, with a focus on delivering a high-quality customer experience and meeting business objectives.