Relationship Banker: Personal Banking & Lending Expert

BMO U.S.; Barrington (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 to deliver exceptional service and consultative guidance. You will assess customer needs, recommend tailored financial solutions, and engage communities to grow relationships while adhering to regulatory and policy standards.

The role emphasizes a collaborative, branch-based environment with a focus on everyday banking, investments, lending, and digital channels. Strong communication and ethical practices are essential.

Qualifications

• Post-secondary degree in a related field is desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations are required.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Verbal & written communication skills are good.
• Organization and collaboration skills are good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow BMO’s business and build new relationships.
• Conducts needs assessments and recommends tailored solutions.
• Ensures compliance with legal and regulatory requirements and lending policies.

Skills

Needs-based selling

Customer service

Interpersonal skills

Communication skills

Financial solutions knowledge

Sales-driven

Digital banking knowledge

Education

Post-secondary degree

Lending qualifications

Tools

Online tools & apps

Smartphones/tablets

Job description

BMO Financial Group is seeking a customer-focused professional to deliver exceptional service and consultative guidance. You will assess customer needs, recommend tailored financial solutions, and engage communities to grow relationships while adhering to regulatory and policy standards.

The role emphasizes a collaborative, branch-based environment with a focus on everyday banking, investments, lending, and digital channels. Strong communication and ethical practices are essential.