Relationship Banking Specialist

BMO U.S.; Twin Lakes (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 Financial Group is seeking a customer-focused Banking Specialist in Wisconsin. You will identify customer needs, provide guidance on everyday banking, lending, and investment products, and collaborate with branch teams to drive loyalty and meet business objectives.

The role emphasizes proactive engagement, solutions-oriented conversations, and adherence to regulatory requirements while delivering exceptional customer experiences across multiple channels.

Qualifications

• 2-3 years of relevant experience preferred, plus post-secondary degree
• Lending qualifications and designations where applicable
• Knowledge of personal and small business banking needs and solutions
• Knowledge of retail investments and lending products
• Experience in financial services is an asset
• Experience in consultative customer service or sales with a focus on personal experience

Responsibilities

• Lead needs-based assessments to grow loyalty and identify opportunities
• Engage customers to recommend tailored financial solutions across banking channels
• Advise on digital/self-serve options to simplify banking for customers
• Support transaction needs and drive community relationship growth
• Follow risk and compliance processes to protect customer assets

Skills

Needs-based assessments

Customer engagement

Interpersonal skills

Analytical problem solving

Verbal and written communication

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a customer-focused Banking Specialist in Wisconsin. You will identify customer needs, provide guidance on everyday banking, lending, and investment products, and collaborate with branch teams to drive loyalty and meet business objectives.

The role emphasizes proactive engagement, solutions-oriented conversations, and adherence to regulatory requirements while delivering exceptional customer experiences across multiple channels.