Retail Banking Relationship Advisor

BMO Harris Bank; Town of Oconomowoc (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 Harris Bank in Wisconsin is seeking a customer-focused banking professional to deliver exceptional service, assess needs, and propose tailored financial solutions. You will collaborate with branch teams to drive sales and service outcomes while guiding customers through lending and digital options.

Apost-secondary degree is desirable, and strong interpersonal skills are essential. The role emphasizes risk awareness, compliance, and data accuracy, with opportunities to build new relationships

Qualifications

• Experience in providing needs-based financial guidance to customers.
• Familiar with personal banking, lending, and retail investments.
• Understanding of regulatory and lending policies and processes.

Responsibilities

• Deliver exceptional service to customers and prospects in the branch.
• Identify customer needs and advise on banking solutions (everyday banking, lending, home financing, investments).
• Promote digital/self-serve options and ensure accurate data entry and lending recommendations.

Skills

Needs-based assessments

Sales & service

Consultative selling

Regulatory compliance

Risk management

Relationship building

Communication

Financial solutions knowledge

Education

Post-secondary degree desirable

Job description

BMO Harris Bank in Wisconsin is seeking a customer-focused banking professional to deliver exceptional service, assess needs, and propose tailored financial solutions. You will collaborate with branch teams to drive sales and service outcomes while guiding customers through lending and digital options.

Apost-secondary degree is desirable, and strong interpersonal skills are essential. The role emphasizes risk awareness, compliance, and data accuracy, with opportunities to build new relationships