Personal Banking Advisor & Relationship Builder

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal in Hoffman Estates, IL, is seeking an experienced Retail Banking Associate to deliver exceptional service to customers and prospects. You will identify needs, provide tailored financial solutions, and collaborate with branches and partners to achieve growth and strong customer experiences.

The role emphasizes needs-based assessments, digital channel guidance, and compliance with regulatory requirements, with salary offered as a salaried position and benefits included.

Qualifications

• 2–3 years of relevant experience and post-secondary degree desirable.

Responsibilities

• Identify customer needs and provide tailored financial solutions.
• Engage customers to grow relationships and drive sales.
• Assist customers with digital banking and self-service options.
• Ensure compliance with risk, privacy and regulatory requirements.

Job description

Bank of Montreal in Hoffman Estates, IL, is seeking an experienced Retail Banking Associate to deliver exceptional service to customers and prospects. You will identify needs, provide tailored financial solutions, and collaborate with branches and partners to achieve growth and strong customer experiences.

The role emphasizes needs-based assessments, digital channel guidance, and compliance with regulatory requirements, with salary offered as a salaried position and benefits included.