Relationship Banking Advisor – Grow Loyal Clients & Loans

BMO; Crete (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident insurance

Job summary

BMO Financial Group in the United States (Illinois—Crete) is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify client needs, and advise on financial solutions across lending, everyday banking, investments, and digital options.

You will collaborate with branch teams and partners to grow loyalty, complete needs assessments, and guide customers through compliant lending processes while protecting assets and privacy.

Qualifications

• Typically 2–3 years of relevant experience in financial services or a related field.
• Post-secondary education or equivalent combination of education and experience.
• Experience with consultative sales and customer service in banking encouraged.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify needs and provide guidance on financial solutions (lending, everyday banking, investments).
• Engage in needs assessments, grow loyalty, and build new relationships within the community.
• Ensure compliance, privacy, and data accuracy in lending and banking processes.

Skills

Customer service

Sales ability

Communication

Needs-based assessments

Education

Post-secondary degree

Tools

CRM systems

Online tools

Job description

BMO Financial Group in the United States (Illinois—Crete) is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify client needs, and advise on financial solutions across lending, everyday banking, investments, and digital options.

You will collaborate with branch teams and partners to grow loyalty, complete needs assessments, and guide customers through compliant lending processes while protecting assets and privacy.