Relationship Banker: Personal Lending & Solutions

BMO; Beaver Dam (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 in Wisconsin seeks a Branch Retail Banker to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and investments.

You will engage customers, perform needs assessments, promote digital options, and work with the team to grow relationships while adhering to lending policies and regulatory requirements. This role may require flexibility across branches and channels to meet market needs.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Appropriate lending qualifications and designations are preferred.
• Experience in financial services is an asset.
• Strong communication and collaboration skills across teams.

Responsibilities

• Deliver exceptional service to customers and prospects across channels.
• Identify customer needs and provide guidance on financial solutions.
• Perform needs-based assessments to grow loyalty and opportunities.
• Engage customers to complete assessments for tailored banking solutions.
• Promote digital and self-serve options to simplify banking.
• Support customer transactions and assist with lending recommendations.
• Ensure compliance with legal, regulatory, and policy requirements.
• Build relationships within the community and with branch/market teams.

Skills

Customer service

Sales experience

Communication skills

Relationship building

Problem solving

Interpersonal skills

Time management

Attention to detail

Education

Post-secondary degree in related field

Lending qualifications/designations

Job description

BMO Financial Group in Wisconsin seeks a Branch Retail Banker to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and investments.

You will engage customers, perform needs assessments, promote digital options, and work with the team to grow relationships while adhering to lending policies and regulatory requirements. This role may require flexibility across branches and channels to meet market needs.