Relationship Banker — Personal Banking & Lending

BMO U.S.; Orland Park (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a proactive advisor to deliver exceptional service. You will assess customer needs, recommend tailored financial solutions, and collaborate across channels to achieve branch goals.

The role emphasizes proactive engagement, guidance on digital tools, and building lasting customer relationships within the community. Candidates typically have 2–3 years of experience and a related degree.

Qualifications

• 2-3 years of relevant experience and a post-secondary degree or equivalent experience.

Responsibilities

• Lead engagements with existing customers and prospects to grow loyalty and identify opportunities.
• Assess customer needs and recommend tailored financial solutions across banking and lending products.
• Advise on digital and self-serve options to simplify banking for customers.
• Build relationships and generate appointments within the community to grow BMO’s business.
• Ensure compliance with regulatory requirements and lending policies in process steps.

Skills

Needs assessment

Customer consultation

Retail banking

Small business solutions

Regulatory compliance

Relationship building

Sales experience

Financial solutions

Education

Post-secondary degree

Tools

CRM software

Online banking tools

Job description

BMO Financial Group is seeking a proactive advisor to deliver exceptional service. You will assess customer needs, recommend tailored financial solutions, and collaborate across channels to achieve branch goals.

The role emphasizes proactive engagement, guidance on digital tools, and building lasting customer relationships within the community. Candidates typically have 2–3 years of experience and a related degree.