Retail Banking Relationship Advisor

BMO; Verona (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 Verona is seeking a customer-focused Retail Banking Sales & Service professional to deliver exceptional service, identify needs, and guide financial solutions that benefit customers and the bank. You’ll collaborate with branch teams and partners to build loyalty and grow relationships in the community.

You’ll engage customers with needs assessments, recommend tailored banking options (everyday banking, lending, home financing, small business), and promote digital/self-serve channels while

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Works with branch and partners to deliver a positive customer experience and grow relationships.
• Engages customers to complete needs assessments to identify financial solutions and channels.

Skills

Verbal communication

Written communication

Organization skills

Team collaboration

Analytical skills

Education

Post-secondary degree desirable

Job description

BMO Verona is seeking a customer-focused Retail Banking Sales & Service professional to deliver exceptional service, identify needs, and guide financial solutions that benefit customers and the bank. You’ll collaborate with branch teams and partners to build loyalty and grow relationships in the community.

You’ll engage customers with needs assessments, recommend tailored banking options (everyday banking, lending, home financing, small business), and promote digital/self-serve channels while