Retail Relationship Banker: Crafting Personal Banking Solutions

BMO Harris Bank; West Allis (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 Sales & Service Banker to deliver exceptional service, identify customer needs, and advise on financial solutions across retail banking products. You will work collaboratively with branch teams and partners to meet business goals and enhance the customer experience.

The role requires 2–3 years of experience with a post-secondary degree, strong communication, and consultative selling skills.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.

Responsibilities

• Engages customers to complete needs assessments and identifies financial solutions.
• Provides guidance on digital and self-serve options to streamline banking.
• Probes to understand personal banking and credit card needs and integrates marketing promotions.
• Supports transaction needs and builds new relationships within the community.
• Ensures compliance with legal and regulatory requirements and lending policies.

Skills

Needs-based selling

Customer service

Communication skills

Lending & financial solutions

Education

Post-secondary degree

Tools

CRM software

Online banking platforms

Job description

BMO Harris Bank in Wisconsin is seeking a Sales & Service Banker to deliver exceptional service, identify customer needs, and advise on financial solutions across retail banking products. You will work collaboratively with branch teams and partners to meet business goals and enhance the customer experience.

The role requires 2–3 years of experience with a post-secondary degree, strong communication, and consultative selling skills.