Relationship Banker & Lending Advisor

BMO; Channahon (IL); On-site; USD 43,000 - 75,000; Full time

Job summary

BMO is seeking a customer-focused banker to deliver exceptional service, identify customer needs, and guide them toward suitable financial solutions. The role emphasizes proactive engagement with existing customers and prospects to grow loyalty and opportunities.

Responsibilities include needs assessments, guiding clients through banking channels, and collaborating with branch teams to meet business objectives while upholding regulatory standards.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field desirable or equivalent.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifies needs, and provides guidance on financial solutions.

Skills

Customer service

Sales

Communication skills

Relationship building

Problem solving

Analytical thinking

Teamwork

Listening

Active listening

Education

Post-secondary degree in related field

Equivalent education and experience

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO is seeking a customer-focused banker to deliver exceptional service, identify customer needs, and guide them toward suitable financial solutions. The role emphasizes proactive engagement with existing customers and prospects to grow loyalty and opportunities.

Responsibilities include needs assessments, guiding clients through banking channels, and collaborating with branch teams to meet business objectives while upholding regulatory standards.