Impactful Retail Banking Relationship Advisor

BMO Harris Bank; Little Rock Township (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

health insurance

tuition reimbursement

retirement savings plans

performance-based incentives

discretionary bonuses

Job summary

BMO Financial Group is seeking a branch-based professional in the United States to deliver exceptional retail banking service, identify customer needs, and guide clients to suitable financial solutions across everyday banking, lending, and investments.

The role emphasizes proactive engagement, relationship-building, and collaboration with branch teams to meet business goals while complying with risk, regulatory standards and digital tools for a seamless customer experience.

Qualifications

• 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.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• 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.

Responsibilities

• Delivers exceptional service to BMO customers and prospects and identifies customer needs.
• Engages customers with needs assessments to grow loyalty and opportunities across banking channels.
• Offers guidance on digital and self-serve options to simplify banking.
• Supports customer transactions and builds relationships within the community.
• Probes to understand personal banking and credit card needs and integrates promotions into conversations.

Skills

Needs-based assessments

Sales experience

Customer service

Communication

Problem solving

Team collaboration

Education

Post-secondary degree desirable

Job description

BMO Financial Group is seeking a branch-based professional in the United States to deliver exceptional retail banking service, identify customer needs, and guide clients to suitable financial solutions across everyday banking, lending, and investments.

The role emphasizes proactive engagement, relationship-building, and collaboration with branch teams to meet business goals while complying with risk, regulatory standards and digital tools for a seamless customer experience.