Retail Relationship Banker

Bank of Montreal; Chicago (IL); On-site; USD 41,000 - 67,000; Full time

Job summary

An established industry player is seeking a Retail Relationship Banker to enhance customer experiences and drive business growth. In this dynamic role, you will engage with clients to assess their financial needs, providing tailored solutions across various banking channels. Your expertise in customer service and sales will be crucial as you collaborate with branch teams to achieve business objectives. This position offers a unique opportunity to make a positive impact on customer relationships while navigating the evolving financial landscape. Join a forward-thinking company committed to employee growth and community engagement.

Qualifications

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

Responsibilities

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

Skills

Customer Service

Sales Experience

Interpersonal Skills

Problem-Solving

Communication Skills

Knowledge of Financial Solutions

Education

Post-Secondary Degree

Tools

Digital Banking Tools

Job description

Retail Relationship Banker page is loaded

Retail Relationship Banker

Apply locations Chicago, IL, USA
time type Full time
posted on Posted 5 Days Ago
job requisition id R250011916

Application Deadline: 06/29/2025

Address: 99 W Washington Street

Job Family Group: Retail Banking Sales & Service

Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers. Collaborate within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Responsibilities include:

1. Proactively engage with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
2. Engage customers to complete needs assessments, identify financial solutions, and recommend tailored solutions across banking channels.
3. Advise clients on digital and self-serve options to facilitate easy and fast banking.
4. Support customer transactions based on traffic and needs.
5. Grow BMO’s business by reaching out, generating appointments, and building community relationships.
6. Ensure accurate data entry and compliance with legal, regulatory, and lending policies during credit audits and quality checks.
7. Apply risk management frameworks to protect assets and maintain portfolio quality.
8. Make credit recommendations for personal loans, including home financing, adhering to sound credit principles.
9. Collaborate effectively as part of a branch and market team.
10. Understand customer banking and credit card needs, integrating marketing and promotional programs.
11. Organize work information for accuracy and completeness.
12. Find creative approaches to enhance customer experience.
13. Contribute to overall branch customer experience and business results.
14. Work across multiple branches as needed, with flexible schedules.
15. Follow risk and compliance policies to safeguard assets and customer privacy.
16. Stay informed about the financial marketplace, legal, and regulatory environment.
17. Maintain knowledge of banking products, practices, and trends.
18. Report suspicious activity related to money laundering.
19. Complete tasks within rules/limits, including handling escalations.
20. Analyze issues and determine next steps.

Qualifications:

• Typically 2-3 years of relevant experience and a post-secondary degree or equivalent.
• For Canada: Investment product sales registration completed.
• Lending qualifications and designations.
• Knowledge of personal and small business customer needs and solutions.
• Experience with retail investments and lending products.
• Experience in financial services and familiarity with digital tools.
• Customer service or sales experience with a personal touch.
• Strong interpersonal, listening, problem-solving, and communication skills.

Salary: $41,715.00 - $67,000.00

Pay Type: Salaried, with potential bonuses and benefits as detailed on the company website.

About Us: BMO is committed to creating positive change and supporting employee growth. Visit us at our careers page.

BMO is an equal opportunity employer and provides accommodations for applicants with disabilities. For accommodations, contact [e-mail].

Note: Unsolicited resumes are not accepted unless through authorized agencies.