Relationship Banker: Personal & Small Business Solutions

BMO Harris Bank; Town of Hartland (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 Harris Bank is seeking a client-focused associate in the Retail Banking Sales & Service group to deliver exceptional service, assess customer needs, and guide them toward appropriate financial solutions across channels.

The role emphasizes proactive engagement, needs-based advice, and collaboration with branch teams to strengthen customer relationships and drive branch performance.

Qualifications

• Typically 2-3 years of relevant experience.
• Post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Strong interpersonal and communication skills.
• Experience in financial services is an asset.
• Ability to work across channels and in a team.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.

Skills

Needs-based selling

Customer relationship building

Communication skills

Financial advisory

Sales presentations

Team collaboration

Education

Post-secondary degree in related field

Equivalent education/experience

Tools

Social media

Tablets & smartphones

Online banking tools

Job description

BMO Harris Bank is seeking a client-focused associate in the Retail Banking Sales & Service group to deliver exceptional service, assess customer needs, and guide them toward appropriate financial solutions across channels.

The role emphasizes proactive engagement, needs-based advice, and collaboration with branch teams to strengthen customer relationships and drive branch performance.