Retail Banking Relationship Advisor

BMO Harris Bank; Town of Wautoma (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Accident insurance

Job summary

BMO Harris Bank is seeking a customer-focused banking professional to deliver exceptional service in retail banking sales and service. You will identify customer needs, provide tailored financial solutions, and work across branches and channels to enhance the customer experience.

Role involves engaging with existing customers and prospects, growing loyalty, and presenting lending and investment options while ensuring compliance and quality.

Qualifications

• Two to three years of relevant experience and a post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Verbal & written communication skills - good.
• Analytical and problem solving skills - good.
• Collaboration & team skills - good.

Responsibilities

• Identify customer needs and provide advice on financial solutions in customers' best interests.
• Engage customers to grow loyalty and identify opportunities through needs assessments.
• Promote digital and self-serve options to make banking easy, simple, and fast.
• Ensure lending recommendations comply with policies and regulatory requirements.

Skills

Verbal & written communication

Analytical and problem solving

Collaboration & team skills

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a customer-focused banking professional to deliver exceptional service in retail banking sales and service. You will identify customer needs, provide tailored financial solutions, and work across branches and channels to enhance the customer experience.

Role involves engaging with existing customers and prospects, growing loyalty, and presenting lending and investment options while ensuring compliance and quality.