Retail Banking Advisor: Grow Relationships & Solutions

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a Retail Banking Sales & Service professional in Illinois to engage customers, assess needs, and provide tailored financial solutions across banking, investments, lending and home financing. You will actively grow relationships, promote digital options, and collaborate with the branch team to deliver a seamless customer experience.

The role emphasizes a consultative sales approach, compliance with lending and regulatory requirements, and the ability to work across

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident with using social media, tablets, smartphones, online tools and applications.

Responsibilities

• Takes a lead in engaging with customers and prospects to grow loyalty and identify opportunities.
• Completes needs assessments and recommends tailored financial solutions across channels.
• Advises on digital and self-serve options to simplify banking.
• Supports customer transactions and builds new relationships within the community.
• Ensures compliance with lending policies and regulatory requirements.

Skills

Needs-based selling

Customer service

Financial solutions knowledge

Communication skills

Relationship building

Sales orientation

Collaboration

Problem solving

Education

Post-secondary degree

Job description

BMO Harris Bank is seeking a Retail Banking Sales & Service professional in Illinois to engage customers, assess needs, and provide tailored financial solutions across banking, investments, lending and home financing. You will actively grow relationships, promote digital options, and collaborate with the branch team to deliver a seamless customer experience.

The role emphasizes a consultative sales approach, compliance with lending and regulatory requirements, and the ability to work across