Relationship Banker: Personal Banking & Lending Pro

BMO Harris Bank; Machesney Park (IL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Job summary

BMO Harris Bank is seeking a customer-focused banking professional to deliver personalized financial solutions and exceptional service in a retail banking setting. You will assess customer needs, promote digital tools, and collaborate with branch teams to meet sales and service goals.

The role emphasizes proactive customer engagement, accurate lending recommendations, and adherence to regulatory requirements in a dynamic branch environment.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in a related field desirable.
• Lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills, with ability to listen and analyze customer needs.

Responsibilities

• Engage with customers to perform needs-based assessments and offer financial solutions.
• Guide customers to digital and self-serve options to simplify banking.
• Support customer transactions and advise on everyday banking, lending, home financing, and small business needs.
• Grow BMO's business by building relationships and scheduling appointments within the community.
• Ensure compliance with regulatory requirements and risk management policies.

Skills

Customer service

Sales

Communication

Problem solving

Team collaboration

Education

Post-secondary degree

Tools

Lending knowledge

Job description

BMO Harris Bank is seeking a customer-focused banking professional to deliver personalized financial solutions and exceptional service in a retail banking setting. You will assess customer needs, promote digital tools, and collaborate with branch teams to meet sales and service goals.

The role emphasizes proactive customer engagement, accurate lending recommendations, and adherence to regulatory requirements in a dynamic branch environment.