Relationship Banker & Lending Advisor

BMO U.S.; Arlington Heights (IL); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a customer-focused professional to deliver tailored financial solutions and guidance through in-branch and digital channels.

You will assess needs, recommend appropriate everyday banking, lending, and investment options, and drive relationship growth while delivering a high-touch customer experience. Responsibilities include guiding clients through digital tools, supporting transactions, and maintaining compliance while collaborating with branch and market teams to achieve

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable.
• May require registration or licensing per jurisdiction and banking regulations.

Responsibilities

• Takes a lead in engaging with existing customers and prospects to grow loyalty and identify opportunities.
• Provides needs-based assessments and recommends tailored financial solutions and channels.
• Guides clients on digital/self-serve options to make banking easy and fast.
• Supports customer transactions and drives new relationship development in the community.
• Ensures accuracy in data entry and lending recommendations in compliance with policies.

Skills

Customer needs assessment

Financial solutions guidance

Lending products knowledge

Retail banking

Interpersonal skills

Sales experience

Education

Post-secondary degree

Tools

Social media usage

Job description

BMO U.S. is seeking a customer-focused professional to deliver tailored financial solutions and guidance through in-branch and digital channels.

You will assess needs, recommend appropriate everyday banking, lending, and investment options, and drive relationship growth while delivering a high-touch customer experience. Responsibilities include guiding clients through digital tools, supporting transactions, and maintaining compliance while collaborating with branch and market teams to achieve