Retail Banking Specialist

2 weeks ago


Oakbrook Terrace, Illinois, United States BMO Financial Group Full time
About the Role

We are seeking a highly skilled and motivated Retail Relationship Banker to join our team at BMO Financial Group. As a Retail Relationship Banker, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Provide personalized banking solutions to customers, including everyday banking, retail investments, and lending products.
  • Identify customer needs and provide advice and guidance on financial solutions that meet their goals.
  • Work collaboratively with the branch team to deliver a seamless customer experience and achieve business objectives.
  • Act as an originator of consumer loans, requiring a Federal registration with the Nationwide Mortgage Licensing System and Registry.
  • Proactively engage with existing customers and prospects to grow loyalty and identify new business opportunities.
  • Support customer transactions needs based on customer traffic and provide advice on available digital and self-serve options.
  • Address questions and resolve issues raised through consumer credit audits and quality checks.
  • Apply the risk management framework to protect the Bank's assets and maintain the quality of the lending portfolio.
  • Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles.
Requirements
  • Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study.
  • Registration to sell investment products completed, as appropriate for the jurisdiction.
  • Appropriate lending qualifications and designations.
  • Working knowledge of personal and small business customer needs and solutions.
  • Experience in financial services is an asset.
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
What We Offer

BMO Financial Group offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to an inclusive, equitable, and accessible workplace and are an equal opportunity/affirmative action employer.



  • Oakbrook Terrace, Illinois, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and motivated Retail Relationship Banker to join our team at BMO Financial Group. As a Retail Relationship Banker, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to customers,...


  • Oakbrook Terrace, Illinois, United States Thunderbolt Full time

    Transform Your Career with ThunderboltAt Thunderbolt, we're dedicated to creating a better future for our customers and employees alike. Our mission is to empower individuals to reach their full potential and make a meaningful impact in the world.About the RoleWe're seeking a talented individual to join our retail sales team as an apprentice. As a retail...


  • Oakbrook Terrace, Illinois, United States Fay Financial Full time

    About the RoleFay Financial is seeking a highly skilled Post Closing Specialist to join our team. As a Post Closing Specialist, you will play a critical role in ensuring the smooth operation of our post-closing process.Key ResponsibilitiesPost-Closing Process Management: Oversee the entire post-closing process, including warehouse and secondary market file...

  • Licensing Specialist

    2 weeks ago


    Oakbrook Terrace, Illinois, United States Wimmer Solutions Full time

    Job SummaryWe are seeking a highly skilled Licensing Specialist to join our team at Wimmer Solutions. As a key member of our Contracting and Licensing Department, you will play a critical role in facilitating the processing of agent licenses and contracting.Key ResponsibilitiesOrganize and compile data to submit required forms and information to various...


  • Oakbrook Terrace, Illinois, United States Wimmer Solutions Full time

    Job SummaryWe are seeking a highly skilled Licensing Specialist to join our team at Wimmer Solutions. As a key member of our Contracting and Licensing Department, you will play a critical role in facilitating the processing of agent licenses and contracting.Key ResponsibilitiesOrganize and compile data for timely submission to various insurance...


  • Oakbrook Terrace, Illinois, United States Mid-America Asset Management, Inc. Full time

    Job SummaryMid-America Asset Management, Inc. is seeking a highly skilled Associate Facilities Manager to join our team. As a key member of our retail asset management group, you will be responsible for providing exceptional portfolio and store level management and analysis of our client's assets. Your primary goal will be to ensure the efficient operation...

  • Lead Steel Estimator

    1 month ago


    Oakbrook Terrace, Illinois, United States Graycor Full time

    Graycor is seeking a highly skilled Senior Structural Estimation Specialist to create both conceptual and precise bids for our diverse sectors, including manufacturing, retail, and energy transition. We require an experienced professional with a solid history of developing competitive estimates and budgets, possessing extensive knowledge of contemporary...

  • Lead Steel Estimator

    1 month ago


    Oakbrook Terrace, Illinois, United States Graycor Full time

    Graycor is seeking a highly skilled Senior Structural Estimation Specialist to craft both conceptual and precise bids for our diverse sectors, including manufacturing, retail, and energy transition. We require an experienced individual with a proven history of developing competitive estimates and budgets, along with an in-depth understanding of contemporary...


  • Oakbrook Terrace, Illinois, United States Graycor Full time

    Role Overview:The Project Coordinator plays a crucial role in providing essential operational assistance to various projects and teams. This position can involve direct participation in project teams or fulfilling specific tasks as needed.Key Responsibilities:Project Engineering Support:Initiate new project configurations within project management...


  • Oakbrook Terrace, Illinois, United States Graycor Full time

    Role Overview:The Project Coordinator plays a crucial role in providing essential operational support to various projects and teams. This position may involve being a part of a project team or handling specific tasks as needed.Key Responsibilities:Project Engineering Support:Initiate new project setups within project management tools.Establish and maintain...


  • Oakbrook Terrace, Illinois, United States Old Second National Bank Full time

    Job DescriptionAbout UsAt Old Second National Bank, we prioritize our customers' needs and strive to provide exceptional service. With over 150 years of experience, we have grown from a single location to 50 locations and over $6 billion in assets. Our commitment to community and growth has earned us a reputation as a trusted financial institution.Position...


  • Mountlake Terrace, Washington, United States O'Reilly Auto Parts Full time

    Job SummaryO'Reilly Auto Parts is seeking a highly skilled Retail Service Specialist to join our team. As a key member of our retail store operations, you will be responsible for providing exceptional customer service, leading store team members, and ensuring seamless sales and customer experience.Key ResponsibilitiesCustomer Service: Lead store team members...

  • Licensing Specialist

    3 weeks ago


    oakbrook terrace, United States Wimmer Solutions Full time

    Position Summary:Contracting & Licensing Department staff are relied upon across the Company as subject matter experts in the area of agent licensing, contracts, appointments and commissions. The Licensing Specialist I works under direct supervision of the Manager or Licensing Specialist 2 to facilitate the processing of agent licenses and contracting....

  • Licensing Specialist

    3 weeks ago


    Oakbrook Terrace, United States Wimmer Solutions Full time

    Position Summary:Contracting & Licensing Department staff are relied upon across the Company as subject matter experts in the area of agent licensing, contracts, appointments and commissions. The Licensing Specialist I works under direct supervision of the Manager or Licensing Specialist 2 to facilitate the processing of agent licenses and contracting....


  • Oakbrook Terrace, United States Wimmer Solutions Full time

    Position Summary:Contracting & Licensing Department staff are relied upon across the Company as subject matter experts in the area of agent licensing, contracts, appointments and commissions. The Licensing Specialist I works under direct supervision of the Manager or Licensing Specialist 2 to facilitate the processing of agent licenses and contracting....


  • oakbrook terrace, United States Wimmer Solutions Full time

    Position Summary:Contracting & Licensing Department staff are relied upon across the Company as subject matter experts in the area of agent licensing, contracts, appointments and commissions. The Licensing Specialist I works under direct supervision of the Manager or Licensing Specialist 2 to facilitate the processing of agent licenses and contracting....

  • AI Development Manager

    21 hours ago


    Oakbrook Terrace, United States Pls Financial Services, Inc. Full time

    AI Development ManagerOak Brook, ILPLS®: People. Location. Service Why PLS? Because You Deserve Better!® PLS - which stands for People - Location - Service - is a leading retail provider of financial services. The P comes first, because our customers are at the center of everything we do, and we recognize that it's our exceptional team members who go above...


  • Oakbrook Terrace, United States PLS Financial Services, Inc. Full time

    AI Development ManagerOak Brook, ILPLS®: People. Location. Service Why PLS? Because You Deserve Better!® PLS — which stands for People – Location – Service — is a leading retail provider of financial services. The “P” comes first, because our customers are at the center of everything we do, and we recognize that it’s our exceptional team...


  • Oakbrook Terrace, United States PLS Financial Services, Inc. Full time

    AI Development ManagerOak Brook, ILPLS®: People. Location. Service Why PLS? Because You Deserve Better!® PLS — which stands for People – Location – Service — is a leading retail provider of financial services. The “P” comes first, because our customers are at the center of everything we do, and we recognize that it’s our exceptional team...


  • oakbrook terrace, United States PLS Financial Services, Inc. Full time

    AI Development ManagerOak Brook, ILPLS®: People. Location. Service Why PLS? Because You Deserve Better!® PLS — which stands for People – Location – Service — is a leading retail provider of financial services. The “P” comes first, because our customers are at the center of everything we do, and we recognize that it’s our exceptional team...


  • Bellair-Meadowbrook Terrace, Florida, United States Omega Ventures Full time

    Job Opportunity at Omega VenturesLocation: Westhausen | Contract type: Full-time/Part-time, permanent | Job ID: 820263Key Responsibilities:We are seeking a skilled and enthusiastic individual to join our team as a Meat and Delicatessen Specialist. As a key member of our fresh food counter team, you will be responsible for:Providing exceptional customer...


  • Mountlake Terrace, Washington, United States 1st Security Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Deposit Operations Specialist to join our team at 1st Security Bank. As a key member of our Deposit Operations team, you will be responsible for providing exceptional customer service and support, while ensuring the accuracy and efficiency of our deposit operations.Key ResponsibilitiesProvide...


  • Mountlake Terrace, Washington, United States 1st Security Full time

    Job Summary1st Security Bank of Washington is seeking a skilled Facilities Maintenance Specialist to manage our branch, loan production, and administrative locations. The ideal candidate will have a minimum of 2 years of experience in facility maintenance or property management, with a strong background in light commercial construction and repair work.Key...


  • Mountlake Terrace, Washington, United States 1st Security Full time

    Job Summary1st Security Bank of Washington is seeking a skilled Facilities Maintenance Specialist to manage our branch, loan production, and administrative locations. The ideal candidate will have a minimum of 2 years of experience in facility maintenance or property management, with a strong background in light commercial construction and repair work.Key...


  • Mountlake Terrace, Washington, United States 1st Security Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Deposit Operations Specialist I to join our team at 1st Security Bank. As a key member of our Deposit Operations team, you will be responsible for providing exceptional service and support to our customers and internal stakeholders.Key ResponsibilitiesEffectively prioritize internal and external...


  • Bellair-Meadowbrook Terrace, Florida, United States 45 INC Full time

    Job OverviewCustomer Acquisition Specialist (Entry Level / Training Provided)At 45 Inc, we are experiencing significant growth and are in search of enthusiastic and dynamic individuals to enhance our sales and marketing division.Are you a future business leader? Did you excel in leading group projects during your academic career? Have you held leadership...


  • Mountlake Terrace, Washington, United States The British Standards Institution (BSI) Full time

    Job Title: Principal Occupational Health SpecialistBSI Consulting Services is a trusted and agenda-shaping partner providing 'best practice' technical, regulatory, and business expertise and intelligence for our clients' most critical EHS, Supply Chain, and Digital risks and opportunities to achieve greater resilience, impact, and future-readiness.We are...

  • Supervisor II

    3 months ago


    Oakbrook, United States Tapestry Full time

    Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, home décor, and more. Known for its rich heritage...


  • Mountlake Terrace, United States 1st Security Full time

    Job DetailsLevel Entry Job Location MLT Headquarters - Mountlake Terrace, WA Remote Type N/A Position Type Full Time Education Level High School Salary Range $20.00 - $20.00 Travel Percentage Undisclosed Job Shift Day Job Category Banking Description **This position is located out of our Mountlake Terrace Headquarters and is afull-time in office position.**...

  • Supervisor I

    4 months ago


    Oakbrook, United States Tapestry Full time

    Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, home décor, and more. Known for its rich heritage...


  • Temple Terrace, Florida, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Property Accountant to join their team. As a key member of the accounting department, this individual will be responsible for overseeing the financial operations of multiple locations within the company's portfolio.Key ResponsibilitiesFull cycle general accounting, including bank...