Retail Banking Relationship Advisor

Koitecc Solutions; Milwaukee (WI); On-site; USD 42,000 - 78,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group in Milwaukee, WI is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify needs, provide guidance on financial solutions, and collaborate with branch partners to meet business objectives.

The role emphasizes needs assessments, tailored banking solutions, and guidance on digital options to simplify banking for customers and drive regional growth.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• 1-3 years of banking or customer service/sales or equivalent experience.
• In-depth knowledge of personal and small business customer needs and solutions, including cash flow analysis.
• Verbal & written communication skills - in-depth.

Responsibilities

• Develops and implements an annual business development plan to maximize referrals and opportunities.
• Supports growth in new business by developing personal and small business solutions.
• Builds and manages a network of referral sources to grow the bank's business.
• Identifies small business clients that are prospects and collaborates with partners to tailor solutions.
• Resolves customer issues by applying advanced knowledge of bank services and processes.
• Engages customers to grow the bank's business and build relationships within the community.

Skills

Customer service

Sales

Communication skills

Analytical skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Milwaukee, WI is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify needs, provide guidance on financial solutions, and collaborate with branch partners to meet business objectives.

The role emphasizes needs assessments, tailored banking solutions, and guidance on digital options to simplify banking for customers and drive regional growth.