Retail Relationship Banker

BMO

Reedsburg, WI, United States
Base: $41,714.00 - $65,000.00; bonus/equity: not s...
On-site
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
BMO is seeking a Retail Relationship Banker in Reedsburg, WI, focused on delivering exceptional customer service and financial solutions while building relationships within the community. The ideal candidate should have relevant experience in financial services, strong interpersonal skills, and a commitment to serving customers

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Proactively engages with existing customers and prospects through needs-based assessments to grow loyalty and identify opportunities.
  • Acts as a key member of a collaborative and versatile branch and market team, contributing to business results and customer experience.

Matching Summary

Match Score: 85

BMO is seeking a Retail Relationship Banker in Reedsburg, WI, focused on delivering exceptional customer service and financial solutions while building relationships within the community. The ideal candidate should have relevant experience in financial services, strong interpersonal skills, and a commitment to serving customers.

Salary

Base: $41,714.00 - $65,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • customer needs assessment
  • financial solutions guidance
  • proactive customer engagement
  • risk management framework application
  • credit recommendations

Nice-to-have

  • digital and self-serve options advice
  • community relationship building
  • creative customer experience approaches
  • marketplace awareness

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable or equivalent
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs
  • Experience in consultative customer service or sales

Work Rights

Not specified

Tailored Resume

Cover Letter