Retail Relationship Banker: Grow Customer Relationships

Bank of Montreal; West Bend (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal is seeking a customer-focused retail banking professional in Wisconsin. You will deliver exceptional service, identify financial needs, and guide customers to suitable banking solutions across channels.

You will proactively engage with customers, schedule appointments, and build relationships within the community. The role emphasizes consultative sales, knowledge of lending and digital banking options, and adherence to risk and regulatory requirements.

Qualifications

• 2-3 years of relevant experience in retail banking or financial services.
• Post-secondary degree in related field desirable or equivalent work experience.
• Canada only: registration to sell investment products (not applicable to US postings).
• Experience in consultative customer service or sales role preferred.
• Knowledge of personal banking products and lending solutions is a plus.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and advise on financial solutions.
• Proactively engage customers to grow relationships and uncover opportunities.
• Provide guidance on digital/self-serve options and banking channels.
• Ensure compliance with regulatory requirements and risk policies.

Skills

Customer service

Sales & advisory

Financial solutions

Communication

Regulatory compliance

Education

Post-secondary degree

Tools

CRM software

Online banking tools

Job description

Bank of Montreal is seeking a customer-focused retail banking professional in Wisconsin. You will deliver exceptional service, identify financial needs, and guide customers to suitable banking solutions across channels.

You will proactively engage with customers, schedule appointments, and build relationships within the community. The role emphasizes consultative sales, knowledge of lending and digital banking options, and adherence to risk and regulatory requirements.