Relationship Banker: Personal Financial Solutions Expert

Hispanic Alliance for Career Enhancement; La Crosse (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 is seeking a customer-facing banker to identify customer needs and provide guidance on financial solutions across banking, investing, lending, and home financing. This role emphasizes proactive engagement, cross-channel collaboration, and a strong focus on delivering an optimal customer experience.

The position involves working in a branch network with potential multi-branch assignments, flexible hours, and adherence to risk and compliance requirements.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field.
• Experience in financial services is an asset.
• Strong communication and collaboration skills are required.

Responsibilities

• Takes a lead in engaging with existing customers and prospects with needs-based assessments to grow loyalty.
• Engages customers to complete needs assessments and identify tailored financial solutions.
• Advises on digital and self-serve options to simplify banking.
• Supports customer transactions and builds new relationships in the community.
• Ensures compliance with lending policies and risk guidelines.

Skills

Needs-based assessments

Sales-oriented consultative approach

Communication skills

Team collaboration

Risk awareness

Problem solving

Interpersonal skills

Attention to detail

Adaptability

Education

Post-secondary degree (related field)

Experience considered in lieu of degree

Job description

BMO Financial Group is seeking a customer-facing banker to identify customer needs and provide guidance on financial solutions across banking, investing, lending, and home financing. This role emphasizes proactive engagement, cross-channel collaboration, and a strong focus on delivering an optimal customer experience.

The position involves working in a branch network with potential multi-branch assignments, flexible hours, and adherence to risk and compliance requirements.