Strategic Retail Banking Advisor & Lending Specialist

BMO; Fond du Lac (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Retirement Savings Plans

Life Insurance

Job summary

BMO is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service, identify customer needs, and provide tailored financial solutions across everyday banking, lending, and investments. This role emphasizes proactive outreach, needs-based assessments, and collaboration with branch teams to grow loyalty and revenue.

The candidate will engage customers through various channels, support transactions, and ensure compliance with lending policies, risk controls, and

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs and providing advice on financial solutions.
• Works with branch and partners to deliver the customer experience and achieve business objectives.
• Engages customers to grow BMO’s business by reaching out, generating appointments and building relationships within the community.

Skills

Verbal & written comms

Organizational skills

Collaboration & teamwork

Analytical problem solving

Education

Post-secondary degree in related field

Job description

BMO is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service, identify customer needs, and provide tailored financial solutions across everyday banking, lending, and investments. This role emphasizes proactive outreach, needs-based assessments, and collaboration with branch teams to grow loyalty and revenue.

The candidate will engage customers through various channels, support transactions, and ensure compliance with lending policies, risk controls, and