Retail Banking Relationship Advisor

BMO U.S.; Channahon (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO U.S. in Illinois is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them toward appropriate financial solutions.

You will collaborate with branch teams and partners to enhance the customer experience and achieve business goals. The role involves engaging with existing customers and prospects, conducting needs assessments, and advising on everyday banking, lending, home financing, and small business solutions.

Qualifications

• 2–3 years of relevant experience or an equivalent combination of education and experience.
• Knowledge of personal banking products and customer needs.
• Familiarity with lending, home financing, and small business solutions.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Advise customers on financial solutions best suited to their needs.
• Lead proactive engagement with customers and prospects to grow relationships.
• Ensure compliance with regulatory requirements in lending processes and risk management.

Skills

Needs-based assessments

Customer service

Sales mindset

Communication

Education

Post-secondary degree in related field

Job description

BMO U.S. in Illinois is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them toward appropriate financial solutions.

You will collaborate with branch teams and partners to enhance the customer experience and achieve business goals. The role involves engaging with existing customers and prospects, conducting needs assessments, and advising on everyday banking, lending, home financing, and small business solutions.