Relationship Banking Advisor: Grow Loyal Customers

BMO U.S.; Algonquin (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 is seeking a customer-focused banker to engage with customers, assess their needs, and guide them toward tailored financial solutions. You will work within the branch and with partners to deliver an exceptional customer experience.

The role emphasizes consultative sales, compliance, and collaboration. You will promote digital banking options and help customers navigate various lending and deposit products in a fast-paced environment.

Qualifications

• Experience in financial services is a plus.
• Strong interpersonal and listening skills are essential to understand customer needs and deliver tailored solutions.

Responsibilities

• Engage with customers to assess needs and identify opportunities for financial solutions.
• Provide guidance on ranging products including everyday banking, lending, home financing, and small business solutions.
• Advise on digital and self-serve options to simplify banking for customers.
• Collaborate with branch teams and partners to deliver a seamless customer experience.
• Ensure compliance with legal, regulatory, and lending policies while maintaining data accuracy.

Skills

Needs-based selling

Relationship building

Financial solutions

Communication

Compliance awareness

CRM systems

Education

Post-secondary degree in related field

Tools

CRM systems

Job description

BMO Financial Group is seeking a customer-focused banker to engage with customers, assess their needs, and guide them toward tailored financial solutions. You will work within the branch and with partners to deliver an exceptional customer experience.

The role emphasizes consultative sales, compliance, and collaboration. You will promote digital banking options and help customers navigate various lending and deposit products in a fast-paced environment.