Relationship Banking Advisor

BMO; Ripon (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 is hiring in Wisconsin to deliver exceptional service and advice to customers and prospects. The role focuses on needs-based assessments to grow loyalty, promote tailored financial solutions, and support daily banking activities across multiple channels.

The ideal candidate has 2–3 years in financial services, strong interpersonal skills, and a proactive approach to helping customers achieve their financial goals. Salaried position with benefits and growth opportunities.

Qualifications

• Typically 2–3 years of relevant experience or an equivalent combination of education and experience.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident in using social media, tablets, smartphones and online tools.

Responsibilities

• Delivers exceptional service to BMO customers and prospects with needs-based guidance.
• Identifies opportunities and makes credit recommendations for personal lending and home financing.
• Engages customers to complete needs assessments and promote tailored banking solutions.
• Assists customers across channels and collaborates with branch and market teams.

Skills

Needs assessment

Retail banking

Sales oriented

Digital banking

Social media

Customer service

Lending products

Small business solutions

Communication

Problem solving

Education

Post-secondary degree

Tools

Smartphones

Job description

BMO Financial Group is hiring in Wisconsin to deliver exceptional service and advice to customers and prospects. The role focuses on needs-based assessments to grow loyalty, promote tailored financial solutions, and support daily banking activities across multiple channels.

The ideal candidate has 2–3 years in financial services, strong interpersonal skills, and a proactive approach to helping customers achieve their financial goals. Salaried position with benefits and growth opportunities.