Relationship Banker: Personal Finance & Lending Expert

BMO Harris Bank; 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 Harris Bank in Elgin, IL is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide them to suitable financial solutions across channels.

You will engage customers with needs-based assessments, recommend banking and lending options, and support transactions while upholding regulatory requirements and risk controls.

Teams collaborate across branches to grow relationships and contribute to community banking goals.

Qualifications

• Typical 2-3 years of relevant experience and post-secondary degree in related field desirable.
• Canada only: Registration to sell investment products completed.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Takes a lead in engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and opportunities.
• Engages customers to complete needs assessments and recommends tailored financial solutions across channels.
• Offers guidance on digital and self-serve options to make banking easy and fast.
• Engages customers to grow BMO's business by building relationships and scheduling appointments.
• Ensures compliance with lending policies and regulatory requirements.

Skills

Needs-based sales

Customer service

Financial guidance

Regulatory compliance

Relationship building

Problem solving

Education

Post-secondary degree in related field

Lending qualifications and designations

Job description

BMO Harris Bank in Elgin, IL is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide them to suitable financial solutions across channels.

You will engage customers with needs-based assessments, recommend banking and lending options, and support transactions while upholding regulatory requirements and risk controls.

Teams collaborate across branches to grow relationships and contribute to community banking goals.