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Retail Relationship Banker - Milwaukee



1mo ago

  • Job
    Junior & Mid Level
  • Banking & Finance
  • £41.7K - £63.7K
  • Milwaukee
  • 6d left

AI generated summary

  • You need 2-3 years experience in finance, a related degree, and registration to sell investments. Strong communication, problem-solving, and sales skills are a must. Passionate, collaborative, and tech-savvy candidates will thrive in this role.
  • You will engage with customers to assess their needs, offer tailored financial solutions, promote digital banking options, and build new relationships within the community. Risk management, compliance, and personal banking advice are key aspects of the role.


  • 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.
  • Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
  • Appropriate lending qualifications and designations.
  • Working knowledge of personal and small business customer needs and solutions.
  • Working knowledge of retail investments and lending products.
  • Experience in financial services is an asset.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Passionate commitment to helping our customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.


  • Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
  • Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
  • Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
  • Supports customer transactions needs based on customer traffic.
  • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
  • Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
  • Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.


What are the main responsibilities of a Retail Relationship Banker in Milwaukee?

The main responsibilities include delivering exceptional service to BMO customers and prospects, identifying customer needs, providing financial advice and guidance, collaborating within the branch and with BMO partners, and achieving overall business objectives.

What skills are important for a Retail Relationship Banker in this role?

Important skills include strong customer service, communication, and interpersonal skills, as well as the ability to identify customer needs and provide tailored financial solutions. Collaborative skills and a strong understanding of banking products and services are also key.

Is previous banking experience required for this position in Milwaukee?

While previous banking experience is preferred, it is not always required. BMO provides training and development opportunities for individuals who are motivated to learn and succeed in the role of Retail Relationship Banker.

How does a Retail Relationship Banker in Milwaukee collaborate with BMO partners?

A Retail Relationship Banker collaborates with BMO partners by communicating customer needs and working together to provide the best possible financial solutions. This may involve referring customers to specialists for more complex products or services.

What are some ways a Retail Relationship Banker can ensure they are meeting the desired customer experience?

Retail Relationship Bankers can ensure they are meeting the desired customer experience by actively listening to customer needs, providing personalized financial solutions, and following up to ensure customer satisfaction. Building strong relationships and offering exceptional service are key components.

Founded Year

Mission & Purpose

At BMO, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry. Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help.