Relationship Banker: Personal Finance Advisor

BMO; Schaumburg (IL); Hybrid; 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 professional in the United States to engage with clients, assess needs, and tailor financial solutions across banking, lending, and investments. You will collaborate with branch teams and partners to deliver a superior customer experience.

You will leverage digital tools, manage deposits and lending inquiries, and uphold risk and regulatory standards while driving loyalty and growth in the community.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident with social media, tablets, smartphones, online tools and applications.
• Experience in a consultative customer service or sales role.

Responsibilities

• Delivers needs-based assessments to grow loyalty and opportunities.
• Engages customers to identify financial solutions and preferred banking channels.
• Advises on digital and self-serve options to make banking easy and fast.
• Supports customer transactions and builds new relationships within the community.
• Ensures compliance with risk, privacy, and lending policies during conversations.
• Collaborates with branch teams and BMO partners to deliver the customer experience.

Skills

Customer focus

Communication skills

Analytical thinking

Organization skills

Team collaboration

Consultative sales

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a customer-focused professional in the United States to engage with clients, assess needs, and tailor financial solutions across banking, lending, and investments. You will collaborate with branch teams and partners to deliver a superior customer experience.

You will leverage digital tools, manage deposits and lending inquiries, and uphold risk and regulatory standards while driving loyalty and growth in the community.