Relationship-Driven Banking Advisor

Hispanic Alliance for Career Enhancement; Sheboygan (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 Financial Group in the United States seeks a customer-focused banking professional to deliver exceptional service, assess needs, and guide clients to suitable financial solutions across everyday banking, lending, home financing, and investments. You will collaborate across branches and with partners to meet business objectives.

The role emphasizes risk compliance, accurate data entry, and a proactive approach to grow relationships and loyalty in the community.

Qualifications

• Typically 2–3 years of relevant experience and a related post-secondary degree.
• Experience in financial services is an asset.
• Knowledge of personal and small business banking needs.
• Familiarity with lending and investment products is desirable.
• Excellent verbal and written communication skills.
• Ability to work in a team and deliver personal customer experience.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Offer tailored financial solutions across banking channels.
• Advise clients on digital/self-serve options to simplify banking.
• Engage in community outreach to build relationships.
• Ensure compliance with legal and regulatory requirements.
• Collaborate with branch and partners to achieve objectives.

Skills

Consultative selling

Customer service

Relationship building

Interpersonal skills

Analytical problem solving

Communication skills

Organization skills

Education

Post-secondary degree in related field

Tools

Social media & online tools

Job description

BMO Financial Group in the United States seeks a customer-focused banking professional to deliver exceptional service, assess needs, and guide clients to suitable financial solutions across everyday banking, lending, home financing, and investments. You will collaborate across branches and with partners to meet business objectives.

The role emphasizes risk compliance, accurate data entry, and a proactive approach to grow relationships and loyalty in the community.