Retail Relationship Banker: Grow Clients & Lending Solutions

Koitecc Solutions; Milwaukee (WI); Hybrid; 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 Financial Group in Milwaukee is seeking a Retail Banking Sales & Service professional to deliver outstanding customer service and advise on financial solutions.

You will engage customers, assess needs, and guide them to tailored banking options across channels, including lending and everyday banking, while maintaining compliance and risk control. This role emphasizes relationship building and community outreach.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable
• Appropriate lending qualifications and designations
• Knowledge of personal and small business customer needs and solutions
• Experience in retail investments and lending products
• Experience in financial services is an asset
• Strong communication and technology proficiency

Responsibilities

• Proactively engage with existing customers and prospects to grow loyalty and identify opportunities
• Identify needs and recommend tailored financial solutions across banking channels
• Explain digital and self-serve options to simplify banking for customers
• Support customer transactions and service requests
• Build new relationships and schedule appointments within the community
• Ensure compliance with regulatory requirements and lending policies
• Apply risk management framework to protect Bank assets and portfolio quality
• Provide sound credit guidance for personal lending and home financing

Skills

Customer service

Needs-based selling

Credit knowledge

Communication skills

Regulatory compliance

Interpersonal skills

Education

Post-secondary degree

Job description

BMO Financial Group in Milwaukee is seeking a Retail Banking Sales & Service professional to deliver outstanding customer service and advise on financial solutions.

You will engage customers, assess needs, and guide them to tailored banking options across channels, including lending and everyday banking, while maintaining compliance and risk control. This role emphasizes relationship building and community outreach.