Relationship Banker: Personal Finance & Lending Advisor

Hispanic Alliance for Career Enhancement; Appleton (WI); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is hiring for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide clients to financial solutions across everyday banking, investments, lending, and home financing.

The role emphasizes collaboration with branch teams and partners to achieve business objectives. Responsibilities include engaging customers, conducting needs assessments, and promoting digital/self-serve options while ensuring

Qualifications

• 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent experience.
• Familiar with personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Knowledge of retail investments and lending products.
• Strong interpersonal and communication skills.

Responsibilities

• Engages customers to complete needs assessments and tailor financial solutions across channels.
• Provides needs-based assessments to grow loyalty and identify opportunities.
• Delivers advice on digital and self-serve options for convenient banking.
• Makes credit recommendations for personal lending and home financing.
• Supports risk management and regulatory compliance in lending decisions.
• Collaborates with branch and market teams to meet business objectives.

Skills

Customer service

Sales experience

Communication

Financial products knowledge

Regulatory compliance understanding

Problem solving

Team collaboration

Listening skills

Education

Post-secondary degree

Job description

BMO Financial Group in the United States is hiring for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide clients to financial solutions across everyday banking, investments, lending, and home financing.

The role emphasizes collaboration with branch teams and partners to achieve business objectives. Responsibilities include engaging customers, conducting needs assessments, and promoting digital/self-serve options while ensuring