Retail Relationship Banker: Grow Loyalty & Lending

BMO; St. Charles (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Illinois is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, assess needs, and guide clients to suitable financial solutions. The role emphasizes a personalized experience, cross-channel engagement, and growth through new relationships within the community.

Attention to risk, compliance, and accurate lending recommendations is required. The position may involve varied shifts and multi-branch work as market needs dictate, with a

Qualifications

• Spanish-speaking preferred; typically 2–3 years of relevant experience and post-secondary degree desirable.
• Experience in financial services is an asset.
• Confident in consultative customer service or sales; ability to deliver personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages with customers to grow loyalty and identify opportunities across channels.
• Offers guidance on digital and self-serve options to simplify banking.
• Performs risk and compliance procedures and data entry for lending applications.

Skills

Spanish speaking

Customer service experience

Sales experience

Communication skills

Problem solving

Education

Post-secondary degree

Tools

Social media tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Illinois is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, assess needs, and guide clients to suitable financial solutions. The role emphasizes a personalized experience, cross-channel engagement, and growth through new relationships within the community.

Attention to risk, compliance, and accurate lending recommendations is required. The position may involve varied shifts and multi-branch work as market needs dictate, with a