Retail Banking Relationship Pro — Grow Clients & Solutions

BMO U.S.; Town of Middleton (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accidental and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a Retail Banking professional in Wisconsin to deliver exceptional service, assess customer needs, and guide financial solutions across everyday banking, lending, and small business needs.

You will work within the branch and with partners to provide tailored advice, promote digital options, and ensure compliance with regulatory requirements while driving customer satisfaction and growth.

Qualifications

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

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions into conversations.

Skills

Communication skills

Analytical skills

Interpersonal skills

Team collaboration

Sales and service experience

Retail banking knowledge

Education

Post-secondary degree

Tools

Social media proficiency

Tablets & smartphones

Online banking tools

Job description

BMO U.S. is seeking a Retail Banking professional in Wisconsin to deliver exceptional service, assess customer needs, and guide financial solutions across everyday banking, lending, and small business needs.

You will work within the branch and with partners to provide tailored advice, promote digital options, and ensure compliance with regulatory requirements while driving customer satisfaction and growth.