Relationship Banking Specialist — Grow Loyalty & Lending

BMO; Prescott (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 in the United States (Wisconsin - Prescott) is seeking a Branch Customer Advisor who delivers exceptional service, identifies customer needs, and provides advice on financial solutions across everyday banking, lending and investments. The role emphasizes building rapport and guiding clients through digital options.

You will engage with customers to grow loyalty, conduct needs assessments, and partner with other teams to meet branch targets while complying with risk and

Qualifications

• 2–3 years of relevant experience in retail banking or sales.
• Post-secondary degree or equivalent experience desirable.
• Knowledge of personal banking products and lending.
• Strong written and verbal communication.
• Ability to build rapport with customers.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide tailored financial guidance.
• Lead needs-based assessments to grow loyalty and identify opportunities.
• Promote digital and self-serve options to make banking easy.
• Collaborate with branch and partners to achieve business objectives.

Education

Post-secondary degree in related field

Job description

BMO Financial Group in the United States (Wisconsin - Prescott) is seeking a Branch Customer Advisor who delivers exceptional service, identifies customer needs, and provides advice on financial solutions across everyday banking, lending and investments. The role emphasizes building rapport and guiding clients through digital options.

You will engage with customers to grow loyalty, conduct needs assessments, and partner with other teams to meet branch targets while complying with risk and