Retail Banking Relationship & Lending Advisor

BMO Harris Bank; South Milwaukee (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank in Wisconsin is seeking a retail banking professional to deliver exceptional service while identifying customer needs and guiding financial solutions across everyday banking, lending, and small business needs.

You will engage customers, provide needs-based assessments, and collaborate with branch teams to drive loyalty and grow relationships through in-branch and digital channels. Strong communication and compliance focus are required.

Qualifications

• 2–3 years of relevant experience and a related post-secondary degree desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong communication and interpersonal skills.

Responsibilities

• Proactively engage with customers to assess needs and grow loyalty.
• Provide tailored financial solutions covering banking, lending, and investments.
• Guide customers to digital and self-serve options.
• Ensure compliance with legal, regulatory, and risk policies.

Skills

Customer service

Needs-based selling

Financial solutions

Sales outreach

Interpersonal skills

Regulatory compliance

Education

Post-secondary degree

Tools

CRM software

Digital banking platforms

Job description

BMO Harris Bank in Wisconsin is seeking a retail banking professional to deliver exceptional service while identifying customer needs and guiding financial solutions across everyday banking, lending, and small business needs.

You will engage customers, provide needs-based assessments, and collaborate with branch teams to drive loyalty and grow relationships through in-branch and digital channels. Strong communication and compliance focus are required.