Relationship Banking Advisor

BMO; Cudahy (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in the United States for a Retail Banking role in Wisconsin. The role focuses on delivering exceptional service, assessing customer needs, and guiding them toward tailored financial solutions through personal banking products, lending options, and digital services.

The position emphasizes collaboration with branch teams, proactive outreach, and a commitment to risk and regulatory compliance while aiming to grow customer loyalty and strengthen community relationships.

Qualifications

• Typically 2–3 years of relevant experience or an equivalent combination of education and experience.
• Experience in financial services and consumer lending is an asset.
• Strong knowledge of personal banking products and sales processes.

Responsibilities

• Identify customer needs and provide advice on financial solutions.
• Engage customers to grow relationships and complete needs assessments.
• Collaborate with branch teams and partners to deliver the customer experience.
• Make credit recommendations for personal lending and home financing in line with policies.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Problem solving

Education

Post-secondary degree

Tools

Online banking tools

Tablets/Smartphones

Job description

BMO Financial Group is hiring in the United States for a Retail Banking role in Wisconsin. The role focuses on delivering exceptional service, assessing customer needs, and guiding them toward tailored financial solutions through personal banking products, lending options, and digital services.

The position emphasizes collaboration with branch teams, proactive outreach, and a commitment to risk and regulatory compliance while aiming to grow customer loyalty and strengthen community relationships.