Relationship Banker — Personal Banking & Lending

BMO; Channahon (IL); Presencial; USD 43.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group is seeking a Retail Banking Sales & Service professional in the United States to engage customers, assess needs, and provide tailored financial solutions.

You will guide customers through everyday banking, lending, and digital options, while building relationships and supporting branch objectives. A focus on service, compliance, and community engagement is essential.

Formación

• 2-3 years of relevant experience in retail banking or customer service.
• Knowledge of personal banking products and lending basics.
• Strong communication and problem-solving skills.

Responsabilidades

• Lead engaging with existing customers and prospects to assess needs and grow loyalty.
• Identify financial solutions and channels to meet customer needs (everyday banking, lending, investments).
• Advise on digital/self-serve options and facilitate smooth transactions.
• Support lending applications and ensure compliance with policies and regulations.
• Collaborate with branch and market teams to deliver strong customer experiences.

Conocimientos

Sales mindset

Customer service

Financial solutions

Needs assessment

Communication

Team collaboration

Educación

Post-secondary degree in related field

Lending qualifications/designations

Descripción del empleo

BMO Financial Group is seeking a Retail Banking Sales & Service professional in the United States to engage customers, assess needs, and provide tailored financial solutions.

You will guide customers through everyday banking, lending, and digital options, while building relationships and supporting branch objectives. A focus on service, compliance, and community engagement is essential.