Relationship Banker & Financial Solutions Advisor

Koitecc Solutions; Matteson (IL); On-site; USD 43,000 - 75,000; Full time

Job summary

BMO Financial Group is seeking a results-driven Banking Associate to deliver exceptional service while identifying customer needs and providing tailored financial solutions. You will work within the branch and with partners across channels to meet business goals.

The role involves advising on personal banking, lending, and digital options, handling transactions, and building community relationships. Regulatory and risk guidelines apply.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field or equivalent experience.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Confident and experienced in using social media, tablets, smartphones, online tools and applications.
• Readiness to collaborate and work in different capacities as part of a team.

Responsibilities

• Takes a lead in engaging with existing customers and prospects with needs-based assessments.
• Identifies financial solutions and channels; recommends tailored banking, lending, and investment options.
• Advise on digital and self-serve options to make banking easy and fast.
• Builds relationships by generating appointments and cross-selling within the branch and through channels.

Skills

Communication

Analytical skills

Interpersonal skills

Organization

Teamwork

Problem solving

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a results-driven Banking Associate to deliver exceptional service while identifying customer needs and providing tailored financial solutions. You will work within the branch and with partners across channels to meet business goals.

The role involves advising on personal banking, lending, and digital options, handling transactions, and building community relationships. Regulatory and risk guidelines apply.