Relationship Banking Advisor — Loans & Solutions

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Disability insurance

Job summary

BMO Harris Bank is seeking a customer-focused Retail Banking Sales & Service professional to deliver personalized financial guidance and solutions. You will engage customers, assess needs, and promote digital self-serve options while supporting day-to-day banking transactions.

Ideal candidates have 2–3 years in retail banking or financial services, a post-secondary degree, and strong interpersonal and communication skills to drive customer satisfaction and branch growth.

Qualifications

• 2–3 years of relevant experience in retail banking or financial services.
• Post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Strong interpersonal and communication skills.
• Ability to assess customer needs and provide tailored financial guidance.

Responsibilities

• Proactively engage existing customers and prospects with needs-based assessments to grow loyalty and opportunities.
• Engage customers to complete assessments, identify financial solutions, and recommend tailored banking options.
• Guide customers to digital and self-serve channels to simplify banking.
• Support customer transactions and day-to-day banking needs in-branch or across channels.
• Build relationships in the community, generate appointments, and contribute to business results.

Skills

Customer service

Sales experience

Communication

Interpersonal skills

Needs assessment

Education

Post-secondary degree desirable

Job description

BMO Harris Bank is seeking a customer-focused Retail Banking Sales & Service professional to deliver personalized financial guidance and solutions. You will engage customers, assess needs, and promote digital self-serve options while supporting day-to-day banking transactions.

Ideal candidates have 2–3 years in retail banking or financial services, a post-secondary degree, and strong interpersonal and communication skills to drive customer satisfaction and branch growth.