Retail Relationship Banker

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

Job summary

An established industry player is seeking a Retail Relationship Banker to deliver outstanding service to customers in New Berlin. In this dynamic role, you will engage with clients, assess their financial needs, and recommend tailored banking solutions. Your ability to foster relationships and provide expert advice will contribute to the branch's success. Join a forward-thinking team that values innovation and personal growth, where your contributions make a meaningful impact on the community and customers alike. This position offers opportunities for career advancement and the chance to be part of a mission-driven organization.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• 2-3 years of relevant experience in retail banking or customer service.
• Post-secondary education preferred or equivalent experience.

Responsibilities

• Deliver exceptional service and identify customer needs for financial solutions.
• Collaborate with branch partners to enhance customer experience.

Skills

Customer Service

Sales Experience

Interpersonal Skills

Problem Solving

Digital Banking Knowledge

Education

Post-secondary education

Tools

Tablets

Smartphones

Online Banking Tools

Job description

Retail Relationship Banker page is loaded

Retail Relationship Banker

Apply locations: New Berlin, WI, USA | Time type: Full time | Posted on: Posted 6 Days Ago | Job requisition id: R250012115

Application Deadline: 07/03/2025

Address: 15450 W. National Avenue

Job Family Group: Retail Banking Sales & Service

Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice on financial solutions that are in their best interests. Collaborate within the branch and with BMO partners to enhance customer experience and meet business goals.

Regulatory Note (U.S. Only): This role may involve originating consumer loans as per Regulation Z, Regulation G, and the S.A.F.E. Act. A Federal registration with the Nationwide Mortgage Licensing System is required. The bank will guide you through the registration process. A background check and credit review are also required, with restrictions on real estate agent activities.

• Proactively engage with existing customers and prospects, conducting needs assessments to foster loyalty and identify opportunities.
• Assist customers in completing needs assessments, recommending tailored solutions across banking channels, including investments, lending, and small business services.
• Advise on digital and self-serve banking options to simplify customer banking experiences.
• Support customer transactions based on traffic and needs.
• Expand BMO’s business by outreach, appointments, and community relationship-building.
• Ensure compliance with legal, regulatory, and lending policies during credit audits and quality checks.
• Apply risk management frameworks to maintain portfolio quality and protect assets.
• Make credit recommendations following sound principles and bank policies.
• Collaborate effectively within the branch and market teams.
• Understand customer needs related to personal banking and credit cards, integrating marketing initiatives into conversations.
• Organize work information for accuracy and completeness.
• Innovate to make each customer’s experience personal and memorable.
• Contribute to ongoing improvements in the branch customer experience.
• Support business results and overall branch performance.
• Work at multiple branches as needed; schedules may vary weekly.
• Follow risk and compliance policies to safeguard customer assets and privacy.
• Stay informed about market trends, legal, and regulatory changes, and uphold ethical standards.
• Maintain current knowledge of banking products and trends.
• Report suspicious activities related to money laundering.
• Ensure compliance with all legal and regulatory requirements.
• Handle complex tasks and escalations as needed.
• Analyze issues and determine appropriate next steps.

Qualifications:

• Typically 2-3 years of relevant experience; post-secondary education preferred or equivalent experience.
• For Canada: Investment product sales registration completed.
• Lending qualifications and designations appropriate for the role.
• Knowledge of personal and small business customer needs and solutions.
• Experience with retail investments and lending products.
• Comfort with social media, tablets, smartphones, and online tools.
• Experience in customer service or sales, with a focus on personal experience.
• Strong interpersonal skills, including rapport-building and communication.
• Ability to listen, solve problems, and adapt to challenges.

Salary: $41,715.00 - $63,700.00

Pay Type: Salaried

Salaries vary based on location, skills, experience, education, and qualifications. May include commissions and other incentives. Benefits include health insurance, tuition reimbursement, and retirement plans. More info: Total Rewards

About Us:

At BMO, our purpose is to "Boldly Grow the Good" in business and life. We aim to create positive change for our customers, communities, and employees through innovation and transformation.

We value and support our team members with training, coaching, and growth opportunities to make a meaningful impact from day one.

Visit us at BMO Careers.

BMO is an equal opportunity employer. We evaluate all applicants without discrimination based on race, religion, gender, age, disability, or other protected characteristics. We also consider criminal histories in accordance with applicable laws.

We provide reasonable accommodations for individuals with disabilities. Contact: [e-mail].

Note to Recruiters: BMO does not accept unsolicited resumes. Only resumes from candidates or those with a valid agency agreement will be considered.

Additional About Us

BMO is committed to growth and transforming how we work to serve our customers and communities better. We are proud to support personal and commercial banking, wealth management, and investment services to over 12 million customers across North America and beyond.