Retail Relationship Banker

BMO

Cary, IL, United States
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Needs-based financial assessments
Retail investments and lending products
Customer service and sales experience
Delivers exceptional service to BMO customers by providing tailored financial solutions and proactively engaging with customers to grow loyalty and business opportunities

Job Summary

  • Delivers exceptional service to BMO customers by providing tailored financial solutions and proactively engaging with customers to grow loyalty and business opportunities.
  • Supports customer transactions and ensures compliance with risk management frameworks and regulatory requirements to protect the Bank's assets.
  • BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers by providing tailored financial solutions and proactively engaging with customers to grow loyalty and business opportunities.

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 service and sales experience
  • Risk management and compliance adherence
  • Consultative sales approach
  • Use of digital and self-serve banking options

Nice-to-have

  • Strong interpersonal skills
  • Creative problem solving
  • Team collaboration and versatility
  • Social media and mobile technology proficiency
  • Passionate customer commitment

Key Requirements

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

Work Rights

Federal registration required for consumer loan origination; criminal background and credit history evaluation required

Tailored Resume

Cover Letter