Retail Relationship Banker

Bank of Montreal; Middleton (WI); On-site; USD 41,000 - 64,000; Full time

Job summary

A leading financial institution is seeking a Retail Relationship Banker in Middleton, WI. This role involves delivering exceptional customer service, identifying needs, and providing tailored financial solutions. The ideal candidate will have relevant experience, strong interpersonal skills, and a commitment to enhancing customer experiences.

Benefits

Potential bonuses and benefits

Employee growth with training and coaching

Qualifications

• Typically 2-3 years of relevant experience.
• Knowledge of personal and small business needs, retail investments, and lending products.
• Customer service or sales experience with a focus on personal customer experience.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides financial solutions.
• Engages customers to complete needs assessments.

Skills

Interpersonal skills

Listening skills

Problem-solving skills

Communication skills

Education

Post-secondary degree or equivalent experience

Job description

Retail Relationship Banker page is loaded

Retail Relationship Banker

Apply locations Middleton, WI, USA | Full time | Posted 11 Days Ago | Job requisition id R250012784

Application Deadline: 07/03/2025

Address: 7447 University Drive

Job Family Group: Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Additional Requirements: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act. Requires Federal registration with the Nationwide Mortgage Licensing System and Registry. A criminal background review and credit history evaluation will be required, along with restrictions on performing in a real estate agent capacity.

• Proactively engages with existing customers and prospects, providing needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments, recommending tailored solutions including banking, investments, lending, and small business solutions.
• Advises clients on digital and self-serve banking options to enhance convenience.
• Supports customer transactions based on traffic and needs.
• Builds new relationships within the community through outreach and appointments.
• Addresses questions and resolves issues to ensure compliance and accurate data entry.
• Applies risk management to protect assets and maintain portfolio quality.
• Makes credit recommendations in line with sound principles and bank policies.
• Acts as a collaborative team member within the branch and market.
• Probes customer needs and integrates marketing into conversations.
• Organizes work to ensure accuracy and completeness.
• Contributes to improving the customer experience and branch results.
• May work at multiple branches; work schedule may vary.
• Follows risk and compliance policies to safeguard assets and customer privacy.
• Maintains knowledge of market trends, products, and legal requirements.
• Identifies suspicious activity related to money laundering.
• Completes complex tasks and handles escalations as needed.

Qualifications:

• Typically 2-3 years of relevant experience; post-secondary degree desirable or equivalent experience.
• Canada-specific: Investment product registration completed, appropriate lending qualifications.
• Knowledge of personal and small business needs, retail investments, and lending products.
• Experience in financial services and digital tools.
• Customer service or sales experience with a focus on personal customer experience.
• Strong interpersonal, listening, problem-solving, and communication skills.

Salary: $41,715.00 - $63,700.00

Pay Type: Salaried, with potential bonuses and benefits. Details at Total Rewards.

About Us: At BMO, we are driven by a Purpose to create lasting positive change for customers and communities. We support employee growth with training, coaching, and resources. Learn more at our careers page.

BMO is an equal opportunity employer and provides accommodations for individuals with disabilities. Contact [e-mail] for assistance.