Retail Banking Solutions Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a customer-focused professional to deliver exceptional retail banking service in Schaumburg, IL. You will identify customer needs and guide them toward suitable financial solutions, including everyday banking, lending, and investments.

As part of a collaborative branch and market team, you will grow relationships, complete needs assessments, and promote digital tools while adhering to risk and compliance requirements. Salary ranges reflect local market conditions.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree desirable.
• Canada only: Registration to sell investment products where applicable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong communication and relationship-building skills.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Engage with customers to grow loyalty and identify opportunities.
• Assist with needs assessments across banking channels and products.
• Ensure compliance with legal and regulatory requirements and lending policies.
• Collaborate with branch and market teams to achieve business objectives.

Skills

Verbal & written comms

Interpersonal skills

Analytical thinking

Organizational skills

Team collaboration

Problem solving

Customer service mindset

Education

2–3 years experience + related degree

Job description

BMO U.S. is seeking a customer-focused professional to deliver exceptional retail banking service in Schaumburg, IL. You will identify customer needs and guide them toward suitable financial solutions, including everyday banking, lending, and investments.

As part of a collaborative branch and market team, you will grow relationships, complete needs assessments, and promote digital tools while adhering to risk and compliance requirements. Salary ranges reflect local market conditions.