Relationship Banking & Financial Solutions Advisor

BMO U.S.; Barrington (IL); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a results-driven banking professional in the United States to deliver personalized financial guidance and proactive service. You will conduct needs-based assessments with existing customers and prospects to grow loyalty and identify opportunities across everyday banking, lending, and investments.

In this role you will promote digital self-serve options, handle transactions, and build relationships within the community while ensuring compliance with regulations and

Qualifications

• 2–3 years of relevant experience is typical.
• Appropriate lending qualifications and designations are expected.
• Experience in financial services is an asset.

Responsibilities

• Lead needs-based assessments to grow loyalty and identify opportunities.
• Engage customers to complete assessments and tailor financial solutions.
• Advise on digital and self-serve options to streamline banking.
• Support customer transactions and expand relationships in the community.
• Ensure compliance with lending policies and risk management.

Skills

Needs-based selling

Relationship building

Communication skills

Team player

Financial solutions

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a results-driven banking professional in the United States to deliver personalized financial guidance and proactive service. You will conduct needs-based assessments with existing customers and prospects to grow loyalty and identify opportunities across everyday banking, lending, and investments.

In this role you will promote digital self-serve options, handle transactions, and build relationships within the community while ensuring compliance with regulations and