Relationship Banker - Personal Banking & Lending Advisor

BMO U.S.; Wilmette (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 professional in the United States to deliver exceptional service, assess customer needs, and provide guidance on financial solutions across banking and lending products. You will collaborate with branch teams and partners to enhance the customer experience and drive business results.

The role requires a consultative sales approach, strong communication, and the ability to grow relationships through personalized advice and efficient use of

Qualifications

• Understanding of personal banking products and services.
• Experience in a consultative customer service or sales role.
• Ability to identify customer needs and propose tailored financial solutions.

Responsibilities

• Proactively engage with customers to assess needs and grow loyalty.
• Provide guidance on banking channels and digital options to simplify banking.
• Advise on lending solutions and home financing while adhering to policies.

Skills

Customer service

Sales skills

Needs-based assessments

Communication

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a customer-focused professional in the United States to deliver exceptional service, assess customer needs, and provide guidance on financial solutions across banking and lending products. You will collaborate with branch teams and partners to enhance the customer experience and drive business results.

The role requires a consultative sales approach, strong communication, and the ability to grow relationships through personalized advice and efficient use of