Relationship Banking Specialist

BMO U.S.; Town of Antigo (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 U.S. in the United States seeks a customer-focused banking professional to deliver exceptional service and advise on financial solutions.

You will engage customers, assess needs, and guide them to tailored everyday banking, lending, and investment options while collaborating with branch teams to achieve business goals. The role emphasizes risk-conscious lending, regulatory compliance, and a personal customer experience through proactive outreach, with opportunities to support community

Qualifications

• Typically 2-3 years of relevant experience and post-secondary degree in related field desirable.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Engage with customers to assess needs and advise tailored financial solutions.
• Grow loyalty by outreach and appointments for opportunities.
• Process lending applications in compliance with policies and regulations.
• Collaborate with branch teams to deliver a high-quality customer experience.
• Ensure data accuracy and complete risk/compliance checks.

Skills

Customer service

Sales

Needs-based assessments

Communication skills

Problem solving

Education

Post-secondary degree in related field

Tools

CRM systems

Digital banking platforms

Job description

BMO U.S. in the United States seeks a customer-focused banking professional to deliver exceptional service and advise on financial solutions.

You will engage customers, assess needs, and guide them to tailored everyday banking, lending, and investment options while collaborating with branch teams to achieve business goals. The role emphasizes risk-conscious lending, regulatory compliance, and a personal customer experience through proactive outreach, with opportunities to support community