Relationship Banker: Personal Banking & Lending Expert

BMO; Midlothian (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 specialist in Retail Banking Sales & Service. You will engage with customers to assess needs, advise on banking and lending solutions, and drive loyalty through tailored, compliant recommendations.

In this role you’ll collaborate across branches and channels, promote digital options, and contribute to team goals while maintaining data accuracy and risk controls. Location flexibility may apply.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree desirable.
• Registration for selling investment products may be required by jurisdiction.
• Working knowledge of personal and small business client needs and solutions.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow business and builds relationships in the community.
• Keeps data entry accurate and recommends lending actions in compliance with policies.

Skills

Customer needs

Retail banking

Lending products

Social media

Communication skills

Team collaboration

Analytical skills

Education

Post-secondary degree

Lending qualifications/designations

Tools

CRM tools

Online banking platforms

Sales tools

Job description

BMO Financial Group is seeking a customer-focused specialist in Retail Banking Sales & Service. You will engage with customers to assess needs, advise on banking and lending solutions, and drive loyalty through tailored, compliant recommendations.

In this role you’ll collaborate across branches and channels, promote digital options, and contribute to team goals while maintaining data accuracy and risk controls. Location flexibility may apply.