Proactive Relationship Banker - Personal Banking & Lending

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank is seeking a customer-focused associate in Schaumburg to deliver exceptional service and identify needs for tailored financial solutions. You’ll engage with existing customers and prospects, advising on everyday banking, lending, and investment options while promoting digital tools to enhance the customer experience.

The role emphasizes collaboration across branches and with partners to drive sales, maintain compliance, and protect customer assets.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field or equivalent experience.
• Registration to sell investment products (Canada only) is not required for US postings.
• Appropriate lending qualifications and designations are desirable.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and identifies needs to tailor financial solutions.
• Engages customers to complete needs assessments and recommends tailored banking and lending options.
• Guides clients through digital and self-serve options to simplify banking.
• Works within the branch and with partners to achieve business objectives.
• Maintains compliance with risk, regulatory requirements, and data entry standards.

Skills

Customer service

Sales experience

Communication skills

Analytical skills

Team collaboration

Problem solving

Education

Post-secondary degree

Tools

Social media apps

Tablets & smartphones

Online tools

Job description

BMO Harris Bank is seeking a customer-focused associate in Schaumburg to deliver exceptional service and identify needs for tailored financial solutions. You’ll engage with existing customers and prospects, advising on everyday banking, lending, and investment options while promoting digital tools to enhance the customer experience.

The role emphasizes collaboration across branches and with partners to drive sales, maintain compliance, and protect customer assets.