Strategic Banking & Investments Advisor

BMO Financial Group; Libertyville (IL); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Join BMO Financial Group in Libertyville, IL as a Retail Banking Sales & Service professional focused on uncovering financial needs and delivering holistic banking and investment solutions. You will build relationships with clients, drive new assets, promote digital platforms, and execute a strategic business plan to meet sales objectives in a regulated environment.

Focused on client experience, this role requires knowledge of deposits, loans, brokerage and insurance products, and a consultative

Qualifications

• Minimum 3+ years in financial services and banking.
• Knowledge of banking products, pricing, and profitability.
• Licensing requirements and timely completion within 120 days if not held.
• Strong understanding of deposits, loans, and investment management.
• Experience with retirement plans, business banking, and trusts.

Responsibilities

• Uncover financial needs and provide holistic banking solutions.
• Acquire new assets from existing and new clients.
• Promote digital platforms and drive adoption.
• Collaborate with Financial Advisors for complex needs.
• Develop and execute a business plan to hit sales targets.
• Mentor branch personnel and supervise client onboarding.
• Maintain regulatory compliance and risk controls.

Skills

Financial Needs Discovery

Solution Design

Advisory & Communication

Prospecting & Acquisition

Sales Strategy & Execution

Client Onboarding, Experience & Reten

Risk & Compliance

Learning Agility

Collaboration

Relationship Building

Education

Post-secondary degree preferred

SIE License

State Life & Health Insurance License

Series 6/63/65 OR 7/66

Tools

Brokerage Platform

Financial Planning Tools

CRM Software

Job description

Join BMO Financial Group in Libertyville, IL as a Retail Banking Sales & Service professional focused on uncovering financial needs and delivering holistic banking and investment solutions. You will build relationships with clients, drive new assets, promote digital platforms, and execute a strategic business plan to meet sales objectives in a regulated environment.

Focused on client experience, this role requires knowledge of deposits, loans, brokerage and insurance products, and a consultative