Relationship Banking Advisor

Hispanic Alliance for Career Enhancement; Matteson (IL); On-site; USD 41,414 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a customer-focused professional to engage with customers, perform needs assessments, and recommend financial solutions. You will guide clients on digital options and ensure compliance with regulations, while supporting branch and market teams.

The role emphasizes relationship building, consultative sales, and delivering a personal customer experience in a fast-paced banking environment.

Qualifications

• 2–3 years of relevant experience and post-secondary degree in related field desirable.
• Strong customer service or sales background with a personal client focus.
• Excellent verbal and written communication skills.

Responsibilities

• Lead proactive engagement with customers to identify opportunities and grow loyalty.
• Perform needs assessments and recommend tailored financial solutions.
• Provide guidance on digital and self-serve options to simplify banking.

Skills

Customer service

Sales

Interpersonal skills

Communication

Analytical thinking

Education

Post-secondary education desirable

Job description

Bank of Montreal (BMO) is seeking a customer-focused professional to engage with customers, perform needs assessments, and recommend financial solutions. You will guide clients on digital options and ensure compliance with regulations, while supporting branch and market teams.

The role emphasizes relationship building, consultative sales, and delivering a personal customer experience in a fast-paced banking environment.