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BMO2 weeks ago

Retail Relationship Banker

$41,714–$69,000 year

On-site · Romeoville, Illinois, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
BANKING

Job Summary

Deliver exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions across everyday banking, retail investments, lending, and home financing. Proactively engage with existing customers to grow loyalty, conduct needs-based assessments, and collaborate with branch and partner teams to achieve sales and service objectives. Advise on digital/self-serve options, support transactions, and make credit recommendations in line with risk and regulatory requirements. Build relationships through community engagement, appointment generation, and personalized service, while maintaining compliance and quality standards. May work at multiple branches or across channels based on market needs; role emphasizes consultative sales, customer experience, and problem solving within a regulated financial services environment.

Required Qualifications

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
  • Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction
  • Appropriate lending qualifications and designations
  • Verbal & written communication skills - Good
  • Organization skills - Good
  • Collaboration & team skills - Good
  • Analytical and problem solving skills - Good
  • Experience in financial services is an asset
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$42k – $69k / yr

Retail Relationship Banker · BMO

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