Relationship Banker — Personal Lending & Banking Solutions

BMO Harris Bank; Thiensville (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank is looking for a Retail Banking professional to deliver exceptional service while identifying customer needs and recommending appropriate financial solutions. You will work with customers to assess needs, guide them through lending and banking options, and promote digital channels to enhance their experience.

The role emphasizes building relationships, meeting sales and service goals, and collaborating with branch teams to ensure compliant, reliable and personalized customer

Qualifications

• Requires ability to assess customer needs and offer suitable financial solutions.
• Experience in consultative customer service or sales.
• Strong communication and problem-solving skills.
• Knowledge of personal banking and lending products is preferred.

Responsibilities

• Lead proactive engagement with customers and prospects through needs-based assessments.
• Identify financial solutions across banking channels including lending, investments, and home financing.
• Advise on digital/self-serve options to simplify banking for customers.
• Build new relationships within the community and drive appointments.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Needs-based assessment

Sales orientation

Customer rapport

Communication skills

Analytical thinking

Education

Post-secondary degree

Job description

BMO Harris Bank is looking for a Retail Banking professional to deliver exceptional service while identifying customer needs and recommending appropriate financial solutions. You will work with customers to assess needs, guide them through lending and banking options, and promote digital channels to enhance their experience.

The role emphasizes building relationships, meeting sales and service goals, and collaborating with branch teams to ensure compliant, reliable and personalized customer