Relationship Banker, Personal Banking & Lending Pro

BMO Harris Bank; Aurora (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 Harris Bank in Illinois seeks a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide financial solutions across channels. You will engage customers, complete needs assessments, and promote digital options while supporting transactions and building community relationships.

The role involves risk awareness, lending discussions, and collaboration with branch teams to drive growth and loyalty in the community.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels.
• Offers clients advice and guidance on available digital and self-serve options.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO's business by building new relationships within the community.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain lending quality.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit principles.

Skills

Interpersonal skills

Analytical and problem solving skills

Organization skills

Verbal written communication

Collaboration & teamwork

Education

Post-secondary degree

Job description

BMO Harris Bank in Illinois seeks a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide financial solutions across channels. You will engage customers, complete needs assessments, and promote digital options while supporting transactions and building community relationships.

The role involves risk awareness, lending discussions, and collaboration with branch teams to drive growth and loyalty in the community.