Relationship Banking Specialist

BMO Harris Bank; Racine (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is hiring in the United States for a Retail Banking Sales & Service role in Wisconsin. You will engage customers, assess needs, and provide tailored financial solutions while collaborating with branch teams to deliver a superior experience.

Responsibilities include guiding clients to digital options, handling transactions, and expanding relationships through proactive outreach—all while adhering to regulatory standards and risk guidelines.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field.
• Canada only: Registration to sell investment products completed as appropriate.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Provide needs-based assessments to identify financial solutions and opportunities.
• Engage customers to grow loyalty and build new relationships within the community.
• Advise on digital and self-serve options to make banking easy and fast.
• Support customer transactions and lending-related activities following policies and procedures.
• Ensure compliance with regulatory requirements and risk management guidelines.

Skills

Customer engagement

Needs-based selling

Financial solutions

Interpersonal skills

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Harris Bank is hiring in the United States for a Retail Banking Sales & Service role in Wisconsin. You will engage customers, assess needs, and provide tailored financial solutions while collaborating with branch teams to deliver a superior experience.

Responsibilities include guiding clients to digital options, handling transactions, and expanding relationships through proactive outreach—all while adhering to regulatory standards and risk guidelines.