Retail Banking Solutions Advisor

BMO; Village of Rib Mountain (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 is seeking a branch-based Retail Banking Sales & Service professional in the United States (Wisconsin) to deliver exceptional service, identify customer needs, and guide clients to tailored financial solutions. You will collaborate with partners to meet business goals and promote digital banking options.

The role emphasizes proactive engagement, compliant lending recommendations, and relationship building within the community.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent combination of education and experience.
• Strong interpersonal and communication skills with a customer-centric approach.
• Experience in a consultative sales or service role with focus on outcomes.

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 tailor solutions for banking and lending needs.
• Supports client transactions and promotes digital/self-serve options to enhance experience.
• Ensures compliance with lending policies and regulatory requirements in the process.

Skills

Sales & service

Needs-based selling

Relationship building

Communication

Education

Post-secondary degree or equivalent

Tools

CRM/digital banking tools

Job description

BMO is seeking a branch-based Retail Banking Sales & Service professional in the United States (Wisconsin) to deliver exceptional service, identify customer needs, and guide clients to tailored financial solutions. You will collaborate with partners to meet business goals and promote digital banking options.

The role emphasizes proactive engagement, compliant lending recommendations, and relationship building within the community.