Relationship Banker: Personal Banking & Lending Advisor

Bank of Montreal; Des Plaines (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

Bank of Montreal is seeking a Retail Banking Sales & Service specialist in Des Plaines, IL to deliver exceptional service and identify customer needs. You will provide financial guidance, promote digital tools, and grow customer relationships through needs-based assessments.

The role focuses on everyday banking, lending solutions, home financing, and small business services, while ensuring compliance and risk standards are maintained.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree desirable.
• Knowledge of personal banking products, lending and retail investments is preferred.
• Experience in a consultative sales role with a client-centric mindset.

Responsibilities

• Delivers exceptional service to customers and prospects in branch and via channels.
• Identifies customer needs and provides advice on financial solutions.
• Conducts needs-based assessments to grow loyalty and opportunities.
• Offers guidance on digital and self-serve banking options.
• Pro -actively engages customers, schedules appointments, and builds relationships.
• Supports risk/compliance processes and lending policy adherence.

Skills

Customer service

Sales experience

Financial guidance

Credit knowledge

Regulatory compliance

Communication skills

Teamwork

Education

Post-secondary degree

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service specialist in Des Plaines, IL to deliver exceptional service and identify customer needs. You will provide financial guidance, promote digital tools, and grow customer relationships through needs-based assessments.

The role focuses on everyday banking, lending solutions, home financing, and small business services, while ensuring compliance and risk standards are maintained.