Retail Relationship Banker

BMO

Carol Stream, IL, United States
Base: $41,714.00 - $69,000.00; bonus/equity: commi...
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Needs-based customer assessments
Financial solutions advice
Customer transaction support
** BMO is seeking a Retail Relationship Banker in Carol Stream, IL, to provide exceptional customer service and financial solutions. The role emphasizes engaging with customers to assess their needs, recommend tailored banking products, and drive sales through a consultative approach. **

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions.
  • Engages customers to grow BMO's business through proactive outreach, appointment generation, and community relationship building.
  • Works collaboratively within the branch and through various channels with BMO partners to achieve desired customer experience and business objectives.

Matching Summary

Match Score: 75

** BMO is seeking a Retail Relationship Banker in Carol Stream, IL, to provide exceptional customer service and financial solutions. The role emphasizes engaging with customers to assess their needs, recommend tailored banking products, and drive sales through a consultative approach. **

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based customer assessments
  • Financial solutions advice
  • Customer transaction support
  • Community relationship building
  • Risk management framework application
  • Credit recommendations for personal lending

Nice-to-have

  • Proactive customer engagement
  • Digital and self-serve options guidance
  • Creative customer experience approaches
  • Contribution to business results
  • Upholding ethical requirements

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent education/experience
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs
  • Experience in a consultative customer service or sales role

Work Rights

Not specified

Tailored Resume

Cover Letter