Relationship Banker: Personal Banking & Lending Expert

BMO; Wilmette (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO is seeking a Retail Banking professional in the United States to deliver exceptional service, assess customer needs, and guide clients to suitable financial solutions. You will collaborate across channels with partners to enhance the customer experience and achieve business objectives.

The role involves engaging with customers to grow loyalty, promote digital options, and support both everyday banking and lending needs while complying with regulatory requirements.

Qualifications

• Experience in consultative sales and customer service.
• Knowledge of personal banking products and lending solutions is preferred.
• Ability to assess customer needs and propose tailored financial options.
• Experience in a retail banking environment is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages with customers to grow relationships and meet business goals.
• Maintains compliance with risk, privacy, and regulatory requirements.

Skills

Customer needs assessment

Interpersonal skills

Sales experience

Financial services knowledge

Education

Post-secondary degree

Tools

Tablets

Smartphones

Online tools

Job description

BMO is seeking a Retail Banking professional in the United States to deliver exceptional service, assess customer needs, and guide clients to suitable financial solutions. You will collaborate across channels with partners to enhance the customer experience and achieve business objectives.

The role involves engaging with customers to grow loyalty, promote digital options, and support both everyday banking and lending needs while complying with regulatory requirements.