Relationship Banking & Solutions Advisor

BMO U.S.

Town of Oconomowoc (WI)

On-site

USD 42,000 - 66,000

Full time

8 hours ago

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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-focused advisor to deliver tailored financial solutions and exceptional service. You will engage with customers, assess needs, and guide them through banking, lending, and home financing options, while collaborating with branch teams to meet business goals.

This role involves risk-aware advisory, data accuracy, and proactive relationship building within the community, with a focus on delivering a convenient, digital-enabled customer

Qualifications

Typically 2–3 years of relevant experience and a post-secondary degree in a related field.
Appropriate lending qualifications and designations.
Experience in financial services is an asset.

Responsibilities

Engage customers to assess needs and grow loyalty with tailored financial solutions.
Advise on everyday banking, lending, home financing, and small business options.
Support transactions, data accuracy, and compliance with policies.
Build relationships, schedule appointments, and contribute to branch goals.

Skills

Customer service

Sales

Communication

Problem solving

Collaboration

Interpersonal skills

Education

Post-secondary degree in related field

Lending qualifications

Tools

Social media proficiency

Tablets

Smartphones

Online tools

Job description

This role involves risk-aware advisory, data accuracy, and proactive relationship building within the community, with a focus on delivering a convenient, digital-enabled customer

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