Consultative Retail Banking Relationship Lead

BMO; Machesney Park (IL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify client needs, and guide customers toward suitable financial solutions.

This role emphasizes needs-based assessments, cross-channel collaboration, and proactive engagement with both existing customers and prospects. The position requires 2–3 years in retail banking or related fields, with strong interpersonal and communication skills.

Qualifications

• Typically 2-3 years of relevant experience in retail banking or financial services.
• Experience in consultative customer service or sales role.
• Strong knowledge of personal banking products and lending solutions.
• Ability to engage with customers and build loyalty.

Responsibilities

• Deliver exceptional service to customers and prospects in-branch and via channels.
• Identify customer needs and provide tailored financial solutions.
• Lead needs-based assessments to grow loyalty and opportunities.
• Collaborate with branch and partners to execute sales and service initiatives.
• Assist with everyday banking, lending, and home financing discussions.

Skills

Needs-based customer engagement

Sales & service experience

Interpersonal skills

Analytical and problem solving

Verbal & written communication

Education

Post-secondary degree in related field

Tools

Social media tools

Online banking tools

Job description

BMO U.S. is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify client needs, and guide customers toward suitable financial solutions.

This role emphasizes needs-based assessments, cross-channel collaboration, and proactive engagement with both existing customers and prospects. The position requires 2–3 years in retail banking or related fields, with strong interpersonal and communication skills.