Retail Relationship Banker

BMO

Evanston, IL, United States
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Needs-based financial assessments
Retail investments and lending products
Customer relationship management
Delivers exceptional service to customers by identifying needs and providing tailored financial solutions that align with their best interests

Job Summary

  • Delivers exceptional service to customers by identifying needs and providing tailored financial solutions that align with their best interests.
  • Supports business growth by proactively engaging customers, generating appointments, and building new relationships within the community.
  • Offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service to customers by identifying needs and providing tailored financial solutions that align with their best interests.

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based financial assessments
  • Retail investments and lending products
  • Customer relationship management
  • Risk management framework application
  • Consultative sales and service
  • Digital and self-serve banking options

Nice-to-have

  • Strong interpersonal skills
  • Creative problem solving
  • Team collaboration
  • Use of social media and online tools
  • Passionate customer commitment
  • Resourceful self-starter

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree or equivalent
  • Appropriate lending qualifications and designations
  • Federal registration for mortgage licensing (U.S. only)
  • Criminal background and credit history evaluation
  • Registration to sell investment products (Canada only)

Work Rights

Federal registration and background checks required

Tailored Resume

Cover Letter