Relationship Banking & Lending Advisor

BMO; Town of Richfield (WI); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is hiring in Wisconsin to deliver exceptional service and guidance on financial solutions to customers and prospects. You will perform needs-based assessments, identify opportunities, and collaborate with partners to enhance the customer experience.

The role emphasizes advising on everyday banking, lending, investments, and digital channels, while maintaining compliance and protecting client assets. A customer-centric, results-driven approach is essential.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree or equivalent.
• Experience in financial services is a plus.
• Knowledge of personal and small business banking needs and solutions.
• Strong communication and listening skills; able to advise and guide customers.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Performs needs-based assessments and suggests tailored banking channels.
• Guides customers through digital and self-serve options.
• Builds relationships and grows the branch’s business.
• Maintains compliance with legal and regulatory requirements.

Skills

Customer service

Needs assessment

Communication skills

Relationship building

Interpersonal skills

Problem solving

Education

Bachelor's degree or equivalent

Tools

CRM systems

Job description

BMO Financial Group is hiring in Wisconsin to deliver exceptional service and guidance on financial solutions to customers and prospects. You will perform needs-based assessments, identify opportunities, and collaborate with partners to enhance the customer experience.

The role emphasizes advising on everyday banking, lending, investments, and digital channels, while maintaining compliance and protecting client assets. A customer-centric, results-driven approach is essential.