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Retail Relationship Banker

BMO FinancialJanesville, WI🇺🇸United States

Why this role stands out

Grow your career in finance with BMO Financial, where you'll provide personalized financial guidance and build lasting customer relationships. This hybrid role offers significant professional development opportunities and a supportive team environment for those passionate about helping clients achieve their financial goals. Apply today to join a reputable organization committed to exceptional customer service.

Quick overview

Salary$41.7k/yr
SeniorityMid Senior
Work modeHybrid
LocationJanesville, WI, United States

Job description

Retail Relationship Banker | Janesville, WI | Hybrid | $41,714.00 - $65,000.00

A leading financial institution is seeking a driven individual to join their team as a Retail Relationship Banker. This role offers a hybrid work environment within a company committed to fostering growth and providing exceptional client service.

The Role

  • Deliver exceptional service to customers and prospects, identifying their financial needs and recommending appropriate solutions.
  • Proactively engage with existing customers and prospects to build loyalty and identify opportunities.
  • Provide advice and guidance on a range of financial solutions including everyday banking, investments, lending, and small business offerings.
  • Support customer transaction needs and assist with growing the business by generating new relationships within the community.
  • Ensure accurate data entry and provide recommendations for lending applications in compliance with regulations and policies.
  • Act as a key member of a collaborative branch and market team.

What You'll Need

  • 2-3 years of relevant experience in financial services or a related field.
  • Working knowledge of personal and small business customer needs and solutions, including retail investments and lending products.
  • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Strong interpersonal skills, with the ability to build rapport and connections with customers.
  • Aptitude for listening, problem-solving, and responding flexibly to challenges.
  • Confident in using digital tools and applications.

What's On Offer

  • Competitive salary range of $41,714.00 - $65,000.00, with potential for commission.
  • Comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.
  • Opportunities for professional development and career growth within a respected financial institution.
  • Supportive and collaborative team environment.

Apply via Haystack today!

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