Relationship Banker & Financial Solutions Advisor

BMO; Hanover Township, Streamwood (IL, IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO is seeking a branch-focused professional to deliver outstanding service and advise customers on financial solutions across personal and small business needs. You will work with branch teams and partners to grow loyalty, cross-sell, and provide tailored guidance on deposits, lending, and investments.

The role emphasizes needs-based assessments, risk compliance, and leveraging digital tools to improve the customer experience, with community-focused engagement and channel flexibility.

Qualifications

• Typically 2-3 years of relevant experience.
• Post-secondary degree desirable or equivalent experience.
• Canada only: Registration to sell investment products where applicable.
• Appropriate lending qualifications and designations.
• Experience with personal and small business needs and solutions.
• Experience with retail investments and lending products.
• Experience in financial services is an asset.
• Comfort with social media, tablets, smartphones, and online tools.
• Experience in a consultative customer service or sales role.

Responsibilities

• Delivers exceptional service to customers and prospects, assessing needs and advising on financial solutions.
• Collaborates with branch and partners to achieve customer experience goals and business objectives.
• Leads proactive engagement, needs-based assessments, and opportunities for loyalty growth.
• Guides clients on digital and self-serve options to simplify banking.
• Manages customer transactions and supports risk/credit governance and compliant lending processes.
• Identifies opportunities and builds relationships across communities to grow business.

Skills

Spanish speaking

Customer service

Sales orientation

Financial products knowledge

Regulatory compliance awareness

Proactive relationship building

Education

Post-secondary degree in related field

Job description

BMO is seeking a branch-focused professional to deliver outstanding service and advise customers on financial solutions across personal and small business needs. You will work with branch teams and partners to grow loyalty, cross-sell, and provide tailored guidance on deposits, lending, and investments.

The role emphasizes needs-based assessments, risk compliance, and leveraging digital tools to improve the customer experience, with community-focused engagement and channel flexibility.