Relationship Banker: Personal Banking & Lending

BMO U.S.; Little Rock Township (IL); On-site; USD 43,000 - 75,000; 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 customer-focused banker to deliver exceptional service and advise on personal and small business financial solutions. The role emphasizes needs-based assessments, cross-channel engagement, and building relationships to grow loyalty and sales.

Candidates should be comfortable working in a collaborative branch environment, with knowledge of lending products and digital/self-service options, while maintaining compliance and risk controls.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week.

Skills

Relevant experience

Customer service

Sales mindset

Communication skills

Education

Post-secondary degree

Equivalent education/experience

Tools

Customer CRM tools

Job description

BMO Financial Group is seeking a customer-focused banker to deliver exceptional service and advise on personal and small business financial solutions. The role emphasizes needs-based assessments, cross-channel engagement, and building relationships to grow loyalty and sales.

Candidates should be comfortable working in a collaborative branch environment, with knowledge of lending products and digital/self-service options, while maintaining compliance and risk controls.