Relationship Banking Specialist

BMO; Green Bay (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO is hiring in Green Bay, WI, to deliver exceptional customer service in Retail Banking Sales & Service. The role focuses on needs-based assessments, tailored financial solutions, and guiding customers through digital options to simplify banking.

A strong emphasis on relationship building and compliance accompanies the responsibilities. Applicants typically have 2–3 years of relevant experience with a post-secondary degree.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree or equivalent.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Engages customers to assess needs and identify financial solutions.
• Connects customers with appropriate banking channels and services.
• Provides guidance on digital and self-serve options to simplify banking.
• Recommends tailored lending, investing, or everyday banking solutions.
• Builds relationships by proactively reaching out and scheduling appointments.

Skills

Customer service

Sales experience

Financial products

Communication

Analytical skills

Education

Post-secondary degree

Job description

BMO is hiring in Green Bay, WI, to deliver exceptional customer service in Retail Banking Sales & Service. The role focuses on needs-based assessments, tailored financial solutions, and guiding customers through digital options to simplify banking.

A strong emphasis on relationship building and compliance accompanies the responsibilities. Applicants typically have 2–3 years of relevant experience with a post-secondary degree.