Retail Banking Solutions Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Harris Bank is seeking a Branch Banking Associate to deliver exceptional service, assess customer needs, and guide them toward suitable financial solutions. You will collaborate with partners and may work across branches to meet community demand. A focus on personal service and compliance supports growth in loans and deposits.

The role emphasizes credit recommendations, engagement with customers, and efficient use of digital tools to simplify the banking experience for clients.

Qualifications

• Typically between 2-3 years of relevant experience with financial services desirable.
• Regulatory knowledge and adherence to lending policies and processes.
• Strong communication and problem-solving abilities for client conversations.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
• Identifies customer needs and presents tailored financial solutions across banking channels.
• Advises on digital and self-serve options to simplify banking for customers.
• Supports customer transactions and helps build relationships within the community.
• Ensures compliance with legal, regulatory, and risk guidelines in lending recommendations.

Skills

Customer service

Needs-based selling

Financial solutions

Interpersonal skills

Sales ability

Regulatory compliance

Credit risk awareness

Education

Post-secondary degree in related field

Lending qualifications and designations

Job description

BMO Harris Bank is seeking a Branch Banking Associate to deliver exceptional service, assess customer needs, and guide them toward suitable financial solutions. You will collaborate with partners and may work across branches to meet community demand. A focus on personal service and compliance supports growth in loans and deposits.

The role emphasizes credit recommendations, engagement with customers, and efficient use of digital tools to simplify the banking experience for clients.