Strategic Relationship Banker – Personal Banking & Lending

BMO U.S.; Cedarburg (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring a Branch Banking professional in Wisconsin to deliver exceptional service, identify customer needs, and guide them to tailored financial solutions across personal and small business banking channels.

The role emphasizes proactive engagement, collaboration with partners, and adherence to risk and regulatory requirements, while building lasting customer relationships in a branch setting.

Qualifications

• Experience in retail banking sales and service.
• Ability to assess customer needs and offer tailored financial solutions.
• Familiarity with lending and home financing processes.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Grows loyalty through proactive needs-based assessments and relationship building.
• Works with partners to deliver optimal customer experience across channels.

Skills

Retail banking sales

Customer service

Needs-based assessments

Financial solutions

Communication

Team collaboration

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group is hiring a Branch Banking professional in Wisconsin to deliver exceptional service, identify customer needs, and guide them to tailored financial solutions across personal and small business banking channels.

The role emphasizes proactive engagement, collaboration with partners, and adherence to risk and regulatory requirements, while building lasting customer relationships in a branch setting.