Relationship Banking Advisor: Grow Customer Wealth

BMO U.S.; Janesville (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 seeking a customer banking advisor in Wisconsin to deliver tailored financial guidance and build lasting relationships. You will identify customer needs, promote banking solutions, and support digital channels to enhance the overall experience.

The role emphasizes consultative sales within a collaborative branch environment, with focus on delivering personal, convenient service while complying with regulatory standards.

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree in related field desirable.
• Knowledge of personal banking and small business needs.
• Experience with retail investments and lending products.

Responsibilities

• Lead needs-based assessments to grow loyalty and identify opportunities.
• Engage customers to identify financial solutions and preferred channels.
• Advise on digital and self-serve options for easy banking.
• Collaborate with branch teams and partners to meet business goals.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Consultative sales

Customer service

Relationship building

Financial solutions

Digital banking

Education

Post-secondary degree in related field

Lending qualifications designations

Job description

BMO Financial Group is seeking a customer banking advisor in Wisconsin to deliver tailored financial guidance and build lasting relationships. You will identify customer needs, promote banking solutions, and support digital channels to enhance the overall experience.

The role emphasizes consultative sales within a collaborative branch environment, with focus on delivering personal, convenient service while complying with regulatory standards.