Impactful Relationship Banker – Personal Finance Solutions

Bank of Montreal; Algonquin (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

Bank of Montreal (BMO) seeks a customer-focused banking professional to deliver exceptional service and identify opportunities for personal and small business clients. You will engage customers, assess needs, and guide them to suitable financial solutions across everyday banking, lending, and investments.

The role emphasizes collaboration across branches and channels, delivering a personalized experience while complying with regulatory requirements.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field.
• U.S. Only: This position may require mortgage licensing registration and related compliance steps.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance on financial solutions.
• Leads needs-based assessments to grow loyalty and identify opportunities.
• Recommends tailored banking solutions addressing sales and service needs.
• Promotes digital and self-serve options to make banking easy and fast.
• Ensures compliance with legal and regulatory requirements and lending policies.
• Assists with lending applications and builds relationships within the community.

Skills

Customer service

Sales

Communication

Financial products knowledge

Risk awareness

Education

Post-secondary degree

Job description

Bank of Montreal (BMO) seeks a customer-focused banking professional to deliver exceptional service and identify opportunities for personal and small business clients. You will engage customers, assess needs, and guide them to suitable financial solutions across everyday banking, lending, and investments.

The role emphasizes collaboration across branches and channels, delivering a personalized experience while complying with regulatory requirements.