Relationship Banking Advisor - Grow Loans & Loyal Clients

Bank of Montreal; Rhinelander (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

Bank of Montreal in Wisconsin seeks a customer-focused banking professional to deliver exceptional service and advisory support in Retail Banking Sales & Service. You will identify customer needs, guide financial solutions, and collaborate with partners to grow loyalty and new relationships in the community.

The role emphasizes needs-based assessments, engagement with clients, and compliance with lending policies.

Qualifications

• 2–3 years of relevant experience or an equivalent combination of education and experience.
• Registration to sell investment products (Canada) where applicable.
• Lending qualifications and designations are preferred.
• Experience in financial services is an asset.
• Strong interpersonal and listening skills with a consultative approach.

Responsibilities

• Engages customers to identify needs and provide tailored financial solutions.
• Leads needs assessments and grows loyalty through opportunities.
• Proactively engages with customers and prospects via appointments and outreach.
• Ensures compliance with lending policies and regulatory requirements.
• Collaborates with branch teams and partners to deliver a strong customer experience.

Skills

Customer service

Sales & advisory

Communication

Relationship building

Problem solving

Financial services knowledge

Education

Post-secondary degree desirable

Tools

Social media

Tablets

Smartphones

Online tools

Job description

Bank of Montreal in Wisconsin seeks a customer-focused banking professional to deliver exceptional service and advisory support in Retail Banking Sales & Service. You will identify customer needs, guide financial solutions, and collaborate with partners to grow loyalty and new relationships in the community.

The role emphasizes needs-based assessments, engagement with clients, and compliance with lending policies.