Relationship Banker: Personal Banking & Advisory

BMO; Channahon (IL); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a lobby leader in our branch, delivering exceptional service while guiding customers through digital and self-serve options for a fast, easy banking experience. You will identify customer needs, offer appropriate financial solutions, and collaborate with partners to grow relationships beyond personal banking.

The role emphasizes risk-aware, compliant service, transaction execution, and a focus on personal customer experiences within a team-driven, multi-branch

Qualifications

• Typical between 1–2 years of relevant experience and/or certification in related field of study desirable.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.

Responsibilities

• Greet customers in the branch lobby and guide them through digital and self-serve options for a fast, simple banking experience.
• Identify customer needs and provide advice on financial solutions that best fit their situation.
• Collaborate with BMO partners to uncover referral opportunities and grow customer relationships.
• Meet transaction-based needs with accurate, seamless execution and help with applications or account setups.
• Support risk/compliance processes and protect customer assets while maintaining privacy.

Skills

Social media proficiency

Tablet & smartphone use

Online tools

Consultative selling

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical problem solving

Job description

BMO Financial Group is seeking a lobby leader in our branch, delivering exceptional service while guiding customers through digital and self-serve options for a fast, easy banking experience. You will identify customer needs, offer appropriate financial solutions, and collaborate with partners to grow relationships beyond personal banking.

The role emphasizes risk-aware, compliant service, transaction execution, and a focus on personal customer experiences within a team-driven, multi-branch