Relationship Banking & Lending Advisor

BMO U.S.; Muskego (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 in the United States is seeking a Customer Advisor in Wisconsin to deliver exceptional service and identify financial solutions for customers and prospects. You will engage in needs-based assessments, promote banking channels, and collaborate with branch teams and partners to drive sales and service excellence.

You will advise on everyday banking, lending, home financing, and small business solutions, while ensuring compliance and risk controls.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs and providing advice on financial solutions.
• Proactively engages with customers to grow loyalty and identify opportunities.
• Advise on digital/self-serve options and guide customers to convenient channels.
• Supports customer transactions and responds to inquiries while ensuring compliance.

Skills

Needs-based selling

Customer service

Financial knowledge

Interpersonal skills

Education

Post-secondary degree

Job description

BMO Financial Group in the United States is seeking a Customer Advisor in Wisconsin to deliver exceptional service and identify financial solutions for customers and prospects. You will engage in needs-based assessments, promote banking channels, and collaborate with branch teams and partners to drive sales and service excellence.

You will advise on everyday banking, lending, home financing, and small business solutions, while ensuring compliance and risk controls.