Relationship Banker: Personal Banking & Lending Solutions

BMO U.S.; Elgin (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 in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and small business needs.

You will work within the branch and with partners to grow loyalty, conduct needs assessments, and present tailored digital and self-serve options while adhering to regulatory requirements and risk controls.

Qualifications

• Experience in financial services or banking is preferred.
• Proven ability to identify customer needs and provide tailored guidance.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide guidance on financial solutions.
• Collaborate with branch team and partners to enhance customer experience.
• Conduct needs assessments to grow loyalty and opportunities.
• Promote digital and self-serve options to simplify banking.

Skills

Customer service

Consultative sales

Financial solutions

Relationship building

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and small business needs.

You will work within the branch and with partners to grow loyalty, conduct needs assessments, and present tailored digital and self-serve options while adhering to regulatory requirements and risk controls.