Retail Banking Relationship Advisor

BMO; Peshtigo (WI); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Job summary

A major financial institution in Wisconsin is looking for a Retail Relationship Banker to provide exceptional service, engage with customers to identify financial needs, and collaborate with team members. The ideal candidate will have 2-3 years of relevant experience and a commitment to helping customers. This role offers a competitive salary range and various employee benefits including health insurance and tuition reimbursement.

Qualifications

• Typically 2 - 3 years of relevant experience.
• Experience in a consultative customer service or sales role.
• Strong interpersonal and communication skills.

Responsibilities

• Provide needs-based assessments to grow customer loyalty.
• Engage customers to identify suitable financial solutions.
• Support customer transaction needs based on traffic.

Skills

Customer engagement

Financial advice

Problem solving

Interpersonal skills

Consultative sales

Education

Post-secondary degree in a related field

Job description

A major financial institution in Wisconsin is looking for a Retail Relationship Banker to provide exceptional service, engage with customers to identify financial needs, and collaborate with team members. The ideal candidate will have 2-3 years of relevant experience and a commitment to helping customers. This role offers a competitive salary range and various employee benefits including health insurance and tuition reimbursement.