Retail Relationship Banker

BMO U.S.; Chicago (IL); On-site; USD 41,000 - 67,000; Full time

Job summary

An established industry player is seeking a Retail Relationship Banker to deliver exceptional service and financial solutions to customers. This role involves engaging with clients, assessing their needs, and providing tailored advice on banking and investment products. You will collaborate within a versatile team to enhance customer experiences and drive business growth. With a focus on compliance and risk management, you will play a vital role in maintaining the integrity of financial services. If you are passionate about customer service and want to make a positive impact, this opportunity is perfect for you.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• 2-3 years of relevant experience in retail banking or financial services.
• Post-secondary degree or equivalent preferred.

Responsibilities

• Engage with customers to assess needs and recommend financial solutions.
• Ensure compliance with legal and regulatory policies.

Skills

Customer Service

Sales Experience

Interpersonal Skills

Problem-Solving

Adaptability

Education

Post-Secondary Degree

Tools

Digital Banking Tools

Social Media

Job description

Retail Relationship Banker page is loaded

Retail Relationship Banker

Apply locations Chicago, IL, USA
Time type: Full time
Posted on: Posted 2 Days Ago
Job requisition id: R250011920

Application Deadline: 06/29/2025

Address: 4959 W North Avenue

Job Family Group: Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Responsibilities:

1. Proactively engage with existing customers and prospects to assess needs, grow loyalty, and identify opportunities.
2. Conduct needs assessments to recommend tailored financial solutions, including retail investments, lending solutions, and small business solutions.
3. Advise clients on digital and self-serve banking options to enhance customer experience.
4. Support customer transactions and address questions to ensure service quality.
5. Expand BMO’s business by generating appointments and building community relationships.
6. Ensure compliance with legal, regulatory, and lending policies, including risk management frameworks.
7. Make credit recommendations for personal lending, including home financing, following sound credit principles.
8. Collaborate as part of a versatile branch and market team.
9. Understand customer needs related to banking and credit cards, and incorporate marketing promotions into conversations.
10. Organize work information for accuracy and completeness.
11. Innovate to personalize customer experiences and contribute to branch improvements.
12. Follow risk and compliance policies to safeguard assets and maintain privacy.
13. Stay informed on financial services marketplace, legal environment, and industry trends.
14. Report suspicious activities related to money laundering.
15. Complete tasks within regulatory and ethical standards, including handling escalations.

Qualifications:

• Typically 2-3 years of relevant experience; post-secondary degree or equivalent preferred.
• Canada: Completion of registration to sell investment products.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business banking needs and solutions.
• Experience with retail investments and lending products is an asset.
• Comfortable with social media, tablets, smartphones, and online tools.
• Experience in customer service or sales, with a focus on personal customer experience.
• Strong interpersonal, listening, problem-solving, and adaptability skills.

Salary: $41,715.00 - $67,000.00

Pay Type: Salaried

Salaries vary based on location, skills, experience, education, and qualifications, and may include commissions. BMO offers additional benefits such as health insurance, tuition reimbursement, and retirement plans. More details at: Total Rewards

About Us:

BMO is driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create positive change for customers, communities, and employees through innovation and transformation.

As a valued team member, you will be supported with tools, training, and growth opportunities to make an impact from day one.

Visit us at BMO Careers

BMO is an equal opportunity employer, evaluating applicants without regard to protected characteristics. We provide accommodations for individuals with disabilities upon request.

Note to Recruiters: BMO accepts resumes only directly from candidates. Unsolicited resumes sent to BMO are considered property and will not incur a fee unless submitted through a formal agency agreement.