Retail Banking Advisor & Relationship Builder

Bank of Montreal; Ripon (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal is hiring in the United States (Wisconsin) for a Retail Banking Sales & Service role. The position emphasizes delivering exceptional service, identifying customer needs, and guiding customers through financial solutions including everyday banking, lending, and small business products.

The role supports digital channels and regulatory compliance. The successful candidate will engage with customers, promote tailored solutions, and collaborate with branch teams to achieve business

Qualifications

• Experience in financial services or retail banking is preferred.
• Excellent communication and interpersonal skills.
• Ability to assess customer needs and provide tailored financial guidance.

Responsibilities

• Delivers exceptional service to Bank of Montreal customers and prospects.
• Identifies customer needs and provides advice on financial solutions that align with customer interests.
• Engages with customers to complete needs assessments and promotes digital/self-serve options.
• Applies risk management and regulatory requirements in lending recommendations.
• Works collaboratively with branch teams to achieve sales and service targets.

Skills

Customer service

Education

Post-secondary degree

Job description

Bank of Montreal is hiring in the United States (Wisconsin) for a Retail Banking Sales & Service role. The position emphasizes delivering exceptional service, identifying customer needs, and guiding customers through financial solutions including everyday banking, lending, and small business products.

The role supports digital channels and regulatory compliance. The successful candidate will engage with customers, promote tailored solutions, and collaborate with branch teams to achieve business