Job Description
As part of the Consumer Bank, the Financial Wellness Specialist is responsible for developing, defining, and executing the strategy that positions the Bank as ‘the local bank'. Financial Wellness Specialists, report into the Retail Bank and serves in multiple capacities. This specialist will work in a designated financial center, district, and/or region, and will be held accountable for the following: Retail Strategy, Financial Education, Community Events, Loan Production, and Collaboration within bank. This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act.
This role will service the entire Cross Town district which can cover as far north as Libertyville, as far east as Lincolnwood and as far southwest as Joliet. Travel will be required within the district footprint. Main office location will be based upon selected candidate location.
Essential Functions/Responsibilities
Partner with Retail Banking leadership and Financial Wellness Program Manager to execute consumer bank strategies and objectives to attract, retain and grow relationships, fulfill client's financial needs, collaborate through bank, and provide a fIRST Class Client Experience.
Identify and develop a client book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities.
Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
Participate and lead huddles and meetings to support sales strategy.
Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients.
Accountable for performance of the district and region and leadership of the local teams.
Maintain all operational and risk management standards.
Model the way for other associates in the financial center and regions.
Other duties as assigned.
BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
3-4 years client experience in Retail Banking and/or in the financial services industry.
3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail banking role within the consumer bank at the Bank.
High school diploma or general education degree (GED) is required.
Associate's or Bachelor's degree is preferred and/or an equivalent combination of education and work experience in sales preferred.
Demonstrated success with consultative, needs-based selling.
Excellent interpersonal, verbal and written communication.
Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.
Strong oral and written communication skills.
$29k-41k yearly est. 12d ago
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Business Specialist I [Full-Time]
Bankfinancial 4.3
Bankfinancial job in Downers Grove, IL
Job Description
This role is listed in Downers Grove, IL, but will consider candidates within the Chicagoland area.
Develops and maintains profitable small business banking relationships within the Consumer Bank by focusing on the holistic and long-term needs of business owners and their business. As a specialist and trusted advisor, responsibilities include identifying needs, recommending deposit, treasury, and loan products, negotiating deposit and loan terms, coordinating loan approvals and closings, opening and managing deposit accounts, and referring clients to key partners within the company. In addition, the Business Specialist is tasked with developing core client relationships with existing clients and finding new opportunities for the Bank in the small business segment. Business Specialists manage an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces client to partners as needed, and prospects for new clients through networking and external calling efforts with internal and external partners. Provide training, coaching, and guidance to assigned districts and banking centers to promote the development and growth in the small business segment. As part of the Consumer Bank, the Small Business Segment team is responsible for developing, defining, and executing the strategy that positions the Bank as ‘The' community bank for small business owners, their families, and employees. Responsible for attracting, retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that the Bank has to offer business clients. The Small Business Segment, Business Specialist I, reports into the Retail Bank and serves in multiple capacities. This individual contributor will work in a designated banking center, district and region, and will be held accountable for the following: Responsible for executing against and achieving the stated goals and objectives of the retail bank and consumer bank strategy, the Business Specialist will proactively engage in and pursue activities that support this effort, working directly with retail teams, district and region leadership, other segment specialists and advisors, and external partners.
Essential Functions/Responsibilities
Partner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.
Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives.
Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment.
Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours.
Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account.
Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank.
Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities.
Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment.
Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region.
Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities.
Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio.
Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities.
Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
Participate and lead in the Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve.
Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs.
Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment.
Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions.
Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for the Bank to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners.
Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees.
Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results
Knowledgeable and proactive with assisting clients seeking an SBA loan with the Bank. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management.
Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives
This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act.
BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)
3-4 years client experience in Retail Banking and/or in the financial services industry with experience working with business owners.
3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail or business banking role within the Bank.
Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred.
Familiarity with consumer and small business credit
Demonstrated success with consultative, needs-based selling
Experience working with senior levels of organizations with strategic planning and execution.
Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills.
Well-developed customer relations skills; ability to influence without authority
Ability to manage multiple tasks/projects and deadlines simultaneously.
The ability to work well independently with limited direct supervision.
Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.
Demonstrated ability to work both independently and as part of a team.
$55k-74k yearly est. 22d ago
Customer Care Advisor
First Busey Corporation 4.5
Joliet, IL job
The Customer Care Advisor will serve as a customer advocate to earn trust and loyalty through unparalleled service and support. The role is responsible for managing the relationships of our digital-first customers, encouraging the use and adoption of digital offerings while providing proactive support.
Duties & Responsibilities
Monday thru Friday 9:30am - 6:00pm; working 2-3 Saturdays per month from 8:00am - 12:00pm.
* Ensure customer satisfaction and retention
* Deliver technical, troubleshooting and service support via phone, chat and email
* De-escalate situations involving dissatisfied customers, offering patient assistance and support
* Attend and participate in training sessions and team meetings
* Ability to adapt to change and respond to all requests in a professional and positive manner
* Maintain customer confidence and protect bank operations by keeping information confidential
* Inform and refer customers when appropriate for products and services
* Perform outbound calls to customers as needed to deliver exceptional service to our customers
Education & Experience
Knowledge of:
* Strong organizational skills
* Basic knowledge of web browsers, digital offerings and products and services
* Have or the ability to obtain Busey account with online/mobile banking
Ability to:
* Leverage strong interpersonal, written, and verbal communication skills
* Analyze and solve problems efficiently and accurately
* Maintain mental concentration and visual attention to detail
* Effectively manage time
* Express desire and show the willingness to assist customers and resolve issues
* Able to work independently and in a fast-paced, team environment
Education and Training:
* Requires High School diploma
* Requires knowledge of Microsoft Office
* Pre
* vious banking experience preferred, but not required
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$22/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails
$18-22 hourly Auto-Apply 18d ago
Commercial Bank Control Testing Analyst
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
01/29/2026
Address:
320 S Canal Street
Job Family Group:
Business Management
The BMO Commercial Risk & Control Testing team is a dynamic group that conducts periodic reviews of controls, business processes, and/or risk exposures offering insight into whether risks are effectively mitigated and managed in accordance with the enterprise's risk management framework and risk appetite.
As part of this team, you will evaluate the design and operating effectiveness of specified controls across the Commercial Bank.
Joining this team means being at the heart of how BMO Commercial Bank operates-where your work directly supports responsible growth, risk management, and client service excellence.
Executes testing to provide insights and recommendations on test results, findings, identified issues, re-performance testing, and continuous improvement insights. Executes testing, monitoring and operational activities of various complexity based on assigned portfolio ensuring adherences to established service levels and standards.
Provides advice and guidance on control effectiveness, program compliance and issue descriptions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Analyzes data and information to provide insights and recommendations.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Performs complex reviews of business artifacts.
Executes testing and fieldwork that is complex in nature that requires a subject matter expertise.
Executes identified test programs for a variety of specializations to support effective testing & monitoring of controls within business groups and across the Bank.
Understands the business/group strategy and develops and maintains knowledge of end to end processes.
Develops knowledge related to program and/or area of specialty.
Develops and maintains effective relationships with internal & external business partners/stakeholders to execute work and fulfill service delivery expectations.
Participates in planning and implementation of operational testing programs and executes within required service level agreements and standards.
Executes work to ensure timely, accurate, and efficient service delivery.
Ensures consistent, high quality practices/work and the achievement of business results in alignment with business/group strategies and with productivity goals.
Analyzes root causes of any errors discovered to provide for effective communication of issues to appropriate parties.
Creates and maintains adequate testing support documentation such as workpapers, testing reports, etc. to support the results of reviews including the write-up of findings/issues for reporting.
Provides ongoing support to the continuous improvement process of the business unit.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$57,500.00 - $106,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly Auto-Apply 20d ago
Associate, Interest Rate Derivatives
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
02/13/2026
Address:
320 S Canal Street
Job Family Group:
Customer Shared Services
We are seeking a highly skilled professional to manage White Label Rates Client Service activities requiring deep expertise in Interest Rate and FX products, operational systems, and client reporting. This role involves showcasing BMO's white label platform capabilities by actively participating in sales calls with Capital Markets teams across the U.S.
Key Responsibilities
Execute specialized client service activities for White Label Rates, leveraging in-depth product and system knowledge.
Partner with Capital Markets to demonstrate operational capabilities during client engagements and sales calls.
Build and maintain strong relationships with client banks, senior trading desk personnel, Product Operations, and other corporate stakeholders.
Support business partner initiatives, including due diligence, onboarding, and implementation activities.
Actively contribute to stakeholder forums (Project Delivery, Technology, Regulatory, Risk) to ensure alignment with BMO's vision of delivering exceptional customer experiences.
A. Product & Process
Ensure timely, accurate, and efficient execution of assigned White Label Rates Client Service activities.
Proactively identify and escalate potential issues or trends to management, supporting effective resolution of business challenges.
Play a key role in Business Partner initiatives, including analysis, due diligence, and implementation support.
Represent Client Service in stakeholder forums (Project Delivery, Technology, Regulatory, Risk) to drive alignment and operational excellence.
Collaborate closely with internal and external stakeholders to deliver superior client service and operational support.
Actively participate in sales calls, demonstrating platform capabilities and addressing operational inquiries.
Assist the front office with presentations, marketing materials, and client engagement content.
Support economic research and contribute to market updates for client communications.
Conduct research on existing and prospective clients, including financial analysis and projections.
Manage client service issues for banks utilizing BMO as a third-party service provider, ensuring timely resolution.
Structure trades and prepare pricing sheets as required to support client transactions.
B. Risk & Control
Identify potential risk situations within the scope of White Label Rates Client Service activities, make recommendations and/or escalate to management as required.
Ensure adherence to directives, internal processes and internal approvals to mitigate risk to the Bank
Understand regulatory and compliance requirements as prescribed for the business unit, and provide recommendations and implement actions to ensure adherence as required.
Ensure adherence to all aspects of First Principles, Our Code of Business Conduct and Ethics Corporate Policy, as well as all applicable legislation, regulatory rules and requirements, and Bank standards, policies and procedures (P&Ps) for such things as potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank P&Ps.
Manage risk and minimize losses through monitoring and controlling various reports and taking appropriate action, ensuring compliance requirements, audits and verifications are completed in accordance with Bank P&Ps.
Contribute to contingency planning to support the business and maintain continuity of critical processes throughout a contingency event.
Ensure all procedures/ standards of team(s) are documented and participate in the regular review and update as needed to prevent losses, avoid unnecessary expenses and to verify that all group activities are in accordance with market best practice guidelines and industry regulations.
C. Business Performance Management
Identify opportunities to improve the operational effectiveness of assigned day-to-day White Label Rates Client Service activities.
Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support.
Develop excellent working relationships with Capital Markets Trading Products desks, Product Operations and other stakeholder groups ensuring we have a global view across the business.
Align individual performance goals to the team and organizational goals.
Demonstrate behaviors that are consistent with “Being BMO”.
D. Managerial Leadership (
where applicable
)
Provide day-to-day management and direction to a team of employees by setting the context and direction, defining accountabilities, tasks and assignments, and establishing boundaries for decision-making and approvals.
Establish and maintain managerial practices (e.g., creating a collaborative environment) that build a high performance work environment within the team.
Knowledge and Skills
2 to 4 years of business related experience in the financial services industry
University Degree/College Diploma in related discipline
Advanced knowledge and understanding of a range of Financial Products including: Fixed Income, Interest Rate Swaps, Interest Rate Options, FX, etc
Calypso and Markitwire experience a plus
Knowledge of Financial Markets and Regulatory oversight bodies
Highly developed written and oral communication skills
Ability to thrive under tight deadlines independently or in a team-based environment
Advanced problem solving skills, analytical thinking and sound judgement
Strong leadership and organizational skills, detail oriented, highly motivated and adaptable to a changing business environment
Strong understanding of business unit's risk and regulatory requirements
Strong understanding of internal business partner's business, services and organization
Knowledge of departmental systems and applications supporting a range of Financial Products
Advanced Microsoft Office skills particularly in Excel
Experience in process and/or change management
Salary:
$57,500.00 - $106,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly Auto-Apply 6d ago
Life Equity Loan Support Specialist
First Busey Corporation 4.5
Oakbrook Terrace, IL job
The Life Equity Loan Support Specialist is responsible for various tasks performed during Loan Origination and/or Loan Post Closing by providing customer service support to all lending personal. Life Equity Loan Support Specialist takes an active role in all functions of the Life Equity Loan Department.
Duties & Responsibilities
Assist the Life Equity Loan team through the application and documentation process: send, receive, review, and upload loan documentation.
Monitor annual reviews and request values from insurance carriers to submit to Post Closing Review.
Answer inbound calls on the LEL main phone line, resolving customer inquiries
Monitor LEL team inbox and provide timely and effective responses to customer needs
Submit assignments to the insurance carrier and monitor receipt
Assist in sorting daily mail for the Life Equity Loan team
Send and receive standing ACH and wire forms
Work with Life Equity Loan team to ensure the proper hold is placed on the collateral
Perform additional LEL support duties as need arises
Education & Experience
Knowledge of:
Strong oral and written communication skills
Ability to:
Maintain visual attention and mental concentration for extended periods of time
Perform duties and make decisions under frequent time pressures
Take initiative, be creative, flexible, and can adapt to a changing environment
Take independent action for timely resolution to issues as they arise
Education and Training:
Requires Associate's degree or equivalent experience in related field; Bachelor's Degree preferred
Requires 2 or more years of banking experience.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $25.00 - $28.00/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$25-28 hourly Auto-Apply 54d ago
Worklife Specialist [Full-Time]
Bankfinancial Corporation 4.3
Bankfinancial Corporation job in Chicago Ridge, IL
Attracts, develops, retains, and grows successful client relationships within the Consumer Bank by focusing on commercial and small business clients. The WORKlife Specialist is responsible for developing, defining, and executing the strategy that positions the Bank as 'The' community bank for businesses and organizations to provide or expand financial wellness benefits to their employees/members at no expense to the employer. The WORKlife Specialist reports into the Retail Bank. They will work in a designated financial center, district(s) and region, and will be held accountable for executing and achieving the stated goals and objectives of the retail and consumer bank.
This role will service an entire Windy City district which can cover as far north as Lincoln Park in Chicago, as far southwest as Chicago Ridge and as far south as Olympia Fields. Travel will be required within the district footprint. Main office location will be based upon selected candidate location.
Essential Functions/Responsibilities
* Partner with Retail Banking leadership and WORKlife Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core business/commercial relationships in our communities.
* Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the WORKlife Program. Achieving established individual production and growth goals, district and region goals and objectives.
* Manage WORKlife efforts within district and/or region to ensure all WORKlife accounts are onboarded effectively by champion.
* Initiate and maintain client and prospect contact through timely and relevant contact strategy.
* Establishes personal sales plans/strategies for assigned districts and region to achieve success with companies and organizations in the region, leveraging and following up on leads and campaigns to deepen and win new opportunities.
* Proactively calls on existing and new business owners and key decision-makers to establish opportunities that drive new membership to the WORKlife Banking Program, anchored with a core checking account.
* Proactively calls on and partners with commercial, business banking, treasury, retail, other partners to offer the WORKlife Banking Program.
* Takes on a holistic approach when presenting and discussing the WORKlife Banking Program to companies and organizations, leveraging financial wellness and other partners.
* Be a knowledge leader in the WORKlife Banking Program, capable of presenting and organizing all efforts to deliver the program to business owners, in group settings with employees, coworkers, COIs, etc; educational offerings, bankstore materials, marketing collateral, presentation decks, products, services, relationship benefits, and all WORKlife specific resources available.
* Supports WORKlife Program Manager and Retail Leadership on challenging/complex situations with WORKlife clients and working to identify new introductions and opportunities to succeed in every market we serve.
* Serves as a liaison and knowledge resource for financial center teams and associates with respect to the WORKlife Program; educational offerings, products, services, campaigns/promotions, program enhancements, etc. that impact how we succeed with the program and driving new and deepening existing company relationships with their employees.
* Participates in bank marketing and sales efforts, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities.
* Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio.
* Regularly introduce and include nearby branch teams/leaders, specialists, and partners from around the bank as needed that can provide opportunities to deepen and expand the impact of the Bank with WORKlife companies.
* Regularly perform group presentations and 1:1 consultation with employees of WORKlife companies and their respective leaders, educating and presenting the Bank's banking solutions; loans, deposits, wealth, planning, financial wellness, etc.
* Function as company's point of contact and trusted advisor for the WORKlife program.
* Participate and lead in huddles within district/region meetings to support sales and service activities across the regions they serve.
* Consistently meet or exceed sales goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their financial needs.
* Provide coaching and feedback to bank associates, educating others on activities, successes, and overall performance of the WORKlife Program and strategies going forward.
* Accountable for performance of the district and region from a WORKlife perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results.
* This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act.
* Other duties as assigned.
BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
* 3-4 years client experience in banking and/or in the financial services industry with experience working with businesses and organizations or in a retail or business banking role within the Bank.
* 3-4 years sales and service experience with previous success in achieving sales and service goals in a retail or business environment.
* Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred.
* Strong working knowledge related to consumer and commercial banking; deposits, credit, treasury, employee benefit programs, investments.
* Demonstrated success with consultative, needs-based selling.
* Experience working with senior levels of organizations with strategic planning and execution.
* Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills, with an emphasis on presentation skills to small and large groups.
* Well-developed customer relations skills; ability to influence without authority.
* Ability to manage multiple tasks/projects and deadlines simultaneously.
* The ability to work well independently with limited direct supervision.
* Demonstrated ability to work both independently and as part of a team.
$44k-54k yearly est. 12d ago
Customer Experience Manager
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
01/28/2026
Address:
320 S Canal Street
Job Family Group:
Customer Solutions
Supports the profitable acquisition and growth of priority customer segments through the development and execution of segment-driven integrated product, cross-channel, sales, marketing and pricing strategies. Supports the sustained growth of Key Performance Indicators (e.g., new customer acquisition targets, share of wallet growth, revenue and earnings, and segment engagement targets) to achieve customer acquisition and revenue growth targets.
Identifies short- and long-term value creation opportunities for target customer segments.
Recommends changes to maintain the overall business for the customer segment.
Designs and drives the customer experience strategy and customer loyalty measures/targets to deliver the desired customer experience.
Devises multiple actions to position the organization for ongoing growth and contributes to the long-term business success.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Conducts independent analysis and assessment to resolve strategic issues.
Helps determine business priorities and best sequence for execution of business/group strategy.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Acts as the prime subject matter expert for internal/external stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Monitors and tracks performance, and addresses any issues.
Designs and produces regular and ad-hoc reports, and dashboards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Develops communication processes and protocols that enable and support the delivery of the customer experience across distribution channels.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Contributes to the development of customer experience blueprints for priority customer segments and customer value propositions to identify value-creation opportunities, such as new tools or services.
Coordinates streams of work with multiple internal partners (e.g., Product, Marketing, Sales, Pricing, Risk, Technology, Operations) to deliver a seamless customer experience.
Reviews the customer segments for effectiveness, considers industry trends to recommend and/or implement enhancements.
Works closely with the Enterprise Customer Experience team to design, develop, and implement customer experience tools and frameworks.
Analyzes trends, behaviors, and demographics to build increased understanding of customer needs and expectations, track performance, and address any issues.
influences others with or without formal authority to structure ideas or proposals that engages the agreement, commitment, and championship of others.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 5+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.
Advanced experience with developing customer acquisition, segmentation, and growth strategies and customer value propositions.
Strong experience coordinating and executing customer strategies and value propositions with key stakeholders across the organization.
General knowledge of customer experience models, distribution channels, and key customer touch points.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Salary:
$102,000.00 - $190,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$60k-84k yearly est. Auto-Apply 6d ago
Commercial Business Risk and Compliance Manager
First Busey Corporation 4.5
Glenview, IL job
The Commercial Business Risk and Compliance Manager is responsible for developing, updating and/or facilitating the implementation of commercial lending-specific business procedures to minimize the organization's exposure to regulatory criticism, reputation, and financial risk of loss. This position serves as the subject matter expert for commercial lending laws and regulations and provides consultative advice across commercial lending processes from end-to-end as it relates to commercial lending risk and compliance.
Duties & Responsibilities
Assess controls frameworks throughout the commercial business lines for adequacy against the Company's enterprise-wide controls framework with an emphasis on regulatory compliance controls.
Provide recommendations for improvements where deficiencies are identified and monitor resolution/implementation of the recommendations.
Provide guidance to business line staff to ensure control design and/or enhancement objectives adequately mitigate risk in the most operationally efficient manner possible.
In coordination with business line staff, develop or enhance control testing standards and monitoring tools to evaluate the design and operating effectiveness of key controls; monitoring includes, sample testing, end-to-end process reviews and reviewing key indicators.
Function as a liaison between the second line of defense and the business lines to ensure appropriate coordination on commercial-related changes in law and regulation by translating the regulatory impact into the business lines' operations.
Support change management necessitated by 1) the impact of new legislation/regulations or 2) the introduction or modification of new products and services; assist business line staff in implementing monitoring programs to ensure new processes/controls are effective.
Provide direct assistance to business lines in support of enterprise-wide efforts to identify, assess, measure, monitor, and report risk; when levels of risk are outside of appetite, assist in implementing mitigating controls and ensure evidence of associated training.
Create and maintain reporting that captures the status of a variety of risk and compliance projects and initiatives to keep business line staff and management, as well as second line partners, informed about first line priorities and progress.
Respond to a variety of queries from business line staff, and other internal parties, insofar as they relate to commercial risk and compliance initiatives.
Responsible the data accuracy of the CRA and HMDA reportable loans, ensuring no lapses in flood insurance coverage, and the preparation of flood letters for the commercial lending division.
Education & Experience
Knowledge of:
Strong oral and written communication skills; can adapt communication and presentation style to fit various audiences.
In-depth and up-to-date knowledge of commercial lending regulations and trends, which include certain consumer and small business protection regulations.
Design and documentation of procedures and controls that promote consistent and repeatable processes.
Ability to:
Develop new procedures and approaches to remediate a variety of issues and findings.
Develop testing and monitoring programs and related metrics to measure the effectiveness of business processes.
Problem-solve by making sound and timely recommendations or decisions to keep forward progress; is discerning and applies situational knowledge to determine appropriate action or escalation.
Identify process efficiency and automation opportunities to strengthen control effectiveness.
Establish and maintain collaborative partnerships at all levels throughout the organization; facilitate cooperation between process leaders when conflicting views and priorities arise.
Manage a department and team of associates.
Education & Training:
Bachelor's degree or the equivalent combination of education and experience; Business or Finance degree preferred.
8-10 years' experience in financial services with an audit, risk management or compliance background and/or experience with commercial lending processes, credit risk processes and compliance requirements.
Large-bank experience (> $10B) strongly preferred.
Current Certified Regulatory Compliance Manager (CRCM) certification preferred.
Proficiency in Microsoft Office required, Smartsheet and other project and reporting tools preferred.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $80,000 - $100,000/year)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$80k-100k yearly Auto-Apply 3d ago
Analyst, Real Estate, Investment Banking
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
Address:
320 S Canal Street
Job Family Group:
Capital Mrkts Sales & Service
Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.
Collaborates to generate creative, client-focused solutions to prospective and current clients.
Develops written internal and external marketing on pitch material.
Supports deal teams in development, presentation, and winning mandates.
Seeks to develop an understanding of client needs and outcomes.
Provides materials to support an outstanding client experience.
Identifies opportunities for increased efficiency and improved service to internal and external clients.
Provides analytical findings to deal teams.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Researches and analyzes company and industry financial and operating information.
Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations.
Creates statistical exhibits and financial performance trend analysis for client presentations.
Prepares industry compilations.
Performs market research and synthesizes findings for internal and external presentations.
Applies technical concepts and understands implication of work to client/transaction.
Develops an understanding of and proficiency in using all required systems and models.
Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
Delivers financial modeling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or post-secondary degree in related field of study or an equivalent combination of education and experience.
An undergraduate degree with academic coursework in finance, economics, accounting or real estate, with outstanding academic achievement.
Financial analysis training and experience.
Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detial.
Highly skilled in building complex financial models.
Expertise in using financial computer applications and database management tools.
Skilled in creating statistical presentations.
Creative, insightful, and resourceful.
Strong interpersonal skills within a demanding team environment.
Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
Works independently within a team environment.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory.
The expected base salary range: $110,000.00 - 135,000.00.
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$110k-135k yearly Auto-Apply 13d ago
Preferred Banker [Full-Time]
Bankfinancial Corporation 4.3
Bankfinancial Corporation job in Chicago Ridge, IL
The Preferred Banker is responsible for developing, defining, and executing the Bank's strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through the Bank's products, with a wide array of banking and investment services.
This role will service an entire Windy City district which can cover as far north as Lincoln Park in Chicago, as far southwest as Chicago Ridge and as far south as Olympia Fields. Travel will be required within the district footprint. Main office location will be based upon selected candidate location.
Essential Functions/Responsibilities
* Actively manages client relationships acting as the first point of contact for assigned client relationships, being the client's personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations.
* Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client.
* Develop strong business relationships with key partners (i.e. Yellow Cardinal) focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners.
* Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for the Bank within their assigned District(s) and Region.
* Integrate well into the community, developing outside sales opportunities by being visible through active participation in community groups. Discover and support site-specific events open to the community.
* Maintain proficiency in product knowledge and comprehensive solutions that the Bank offers that involve deposit, credit, and investment components.
* Proactively sets calling strategies within the Region to follow up on leads to establish opportunities that drive new connections and opportunities that lead to new clients, anchored with a core checking account or operating account.
* Participates in bank marketing and sales promotions, especially within the District and assigned Region; contributing to initiatives and programs designed to promote organization's strategic priorities.
* Maintain and complies with all bank, loan, and regulatory guidelines and policies.
* Be the point of contact for local bankers, specialists, and partners, providing coaching, feedback, and knowledge on how a Preferred Banking relationship can benefit clients and business owners.
* Actively seek opportunities to develop and maintain their book of client relationship to be the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them towards their financial goals.
* Other duties as assigned.
BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
* 3-5 years experience in banking and/or in the financial services industry working with clients.
* 3-5 years sales and service experience with previous success in achieving sales and service goals related to working with customers within the Bank.
* Bachelor's Degree or equivalent experience.
* Demonstrated strong product knowledge related to banking products, services, and credit solutions for consumer clients.
* Familiarity with financial planning, investment products, and wealth solutions.
* Excellent interpersonal, verbal, written communication, organizational, and time management skills.
* Ability to manage multiple tasks/projects and deadlines simultaneously.
* The ability to work well independently with limited direct supervision and in a team environment.
Preferred Knowledge and Skills
* Desire to pursue professional financial designation (FPQP, CFP, CWS, ChFC, etc.)
$38k-64k yearly est. 12d ago
Activation Intern, Summer 2026 (10 Weeks) Chicago, IL
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
02/19/2026
Address:
320 S Canal Street
Job Family Group:
Marketing
As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference.
You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. If you are high energy, enjoy speaking to people and extroverted, this role is for you!
Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent.
Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at *****************************************************
Contributes to the efficient and effective operations of marketing projects, programs and events. Performs a variety of tasks and provides support to the marketing team ensuring that operational processes are followed. Assists with the planning and execution of special projects, events and conferences. Supports the planning, development, production and delivery of marketing solutions. Works collaboratively with key stakeholders to ensure timelines are met and marketing collateral is aligned with brand standards and product positioning.
Builds effective relationships with internal/external stakeholders as required.
Maintains/updates internal web content, presentations and sales aids with current information.
Coordinates processes for translation and regulatory approval of materials.
Supports the production of products and marketing solutions to include communications, articles, presentations and sales tools.
Supports the development, production and distribution of marketing collateral, and manages inventories of materials.
Updates, tracks and maintains team schedules, marketing budgets and marketing inventory.
Executes work to deliver timely, accurate, and efficient service.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable.
College diploma in Marketing or Communications preferred.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $69,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-69k yearly Auto-Apply 2d ago
Director, Corporate Banking
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
Address:
320 S Canal Street
Job Family Group:
Capital Mrkts Sales & Service
Supports the origination, structuring, and ongoing management of corporate lending transactions-primarily within the Internet and Digital Media sector and select other technology subsectors. Operates as part of a broader coverage team, partnering closely with Investment Banking, Product partners, and Portfolio Management to deliver integrated client solutions. Responsibilities include providing lending expertise, cross‑selling Corporate Banking products (FX/treasury, cash management, corporate cards, commodities, investment management, securitization, leasing, trade finance), facilitating credit approvals, and maintaining strong client relationships.
Key Responsibilities
Client Relationship & Business Development
Cultivates, maintains, and deepens relationships with new and existing clients across the Internet & Digital Media sector.
Expands BMO's presence and brand through strong market engagement and community involvement.
Identifies and initiates new business opportunities, including cross‑selling products and expanding share of wallet.
Anticipates evolving client needs and delivers strategic, creative, and timely solutions.
Serves as a trusted advisor by providing insights, recommendations, and strategic guidance.
Deal Execution & Structuring
Acts as a key member of deal teams to drive sector penetration and optimized returns.
Leads the structuring, negotiation, and execution of lending transactions.
Prepares and delivers client pitch materials and participates in presentations.
Partners with Investment Banking and product specialists to ensure accurate and comprehensive client information.
Coordinates pricing, credit concurrence, and internal approvals as client advocate.
Works with specialists to support successful transaction execution.
Credit, Risk & Portfolio Management
Directly manages a diverse lending portfolio, ensuring strong credit quality and performance.
Conducts due diligence, financial analysis, modeling, and credit assessment on new and existing clients.
Monitors client performance, industry trends, and regulatory changes to identify risks and opportunities.
Understands transaction complexity and associated risks (credit, market, operational, regulatory).
Balances client needs with the bank's risk appetite and evaluates risk‑return trade‑offs.
Ensures adherence to internal controls, compliance standards, and policy requirements.
Collaboration & Leadership
Collaborates closely with cross‑functional partners across the bank to deliver seamless client coverage.
Supports strategic initiatives and contributes to enterprise‑level decisions.
Integrates data and insights from multiple sources to improve processes and reporting.
Guides work of junior team members and contributes to continuous improvement efforts.
Operates as a subject matter expert for senior leaders and internal stakeholders.
Acts as a change agent to enhance team efficiency and effectiveness.
Qualifications
Minimum 9 years of relevant experience plus a post‑secondary degree; finance, economics, or accounting preferred.
MBA, CFA, or equivalent advanced credentials strongly preferred.
Strong background in corporate lending, including business development, investment banking, and structuring financial transactions.
Sector expertise in Internet & Digital Media or broader Technology industries highly desired.
Deep understanding of lending, credit, and portfolio management policies.
Expert knowledge of bank financial products and solutions.
Strong analytical skills, including financial modeling and use of analytical software/database tools.
Exceptional verbal and written communication skills; strong influencing and collaboration abilities.
Ability to manage ambiguity and make data‑driven decisions.
Seasoned professional with proven industry experience and strategic thinking capability.
When entering fixed salary information, use the following language:
Please note the base salary for this role is $250,000.00 USD
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$250k yearly Auto-Apply 5d ago
Treasury Consultant
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
02/26/2026
Address:
320 S Canal Street
Job Family Group:
Commercial Sales & Service
Must have 10 years or more experience in Treasury Payment Solutions
Must have Portfolio Management experience
Must be able to collaborate with the Relationship Managers
Must have the ability to profile and win new clients
Must know Treasury Payment Solutions products
Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.
Responsibilities:
Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks.
Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards.
Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines.
Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently.
Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions.
Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning.
Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
10 years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Intermediate level of proficiency:
Structuring Deals
People Management
Advanced level of proficiency:
Treasury Management
Cash Management
Payment Technologies
Financial Analysis
Risk Assessment
Quality Assurance Auditing
Regulatory Compliance
Data Analysis Reporting
Sales CRM
Problem Solving
Collaboration
Salary:
$74,000.00 - $138,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$74k-138k yearly Auto-Apply 1d ago
Head, Digital Finance
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
02/07/2026
Address:
320 S Canal Street
Job Family Group:
Customer Solutions
The Head Digital Finance will set and execute BMO's digital finance strategy, driving innovation and market leadership in digital assets, stablecoins, and tokenized deposits.
Reporting directly to the SVP and Head, North American Treasury & Payment Solutions, the Head Digital Finance will have direct accountability for enterprise-wide digital finance strategy and execution. More specifically, setting BMO's strategy on digital finance, steering resources and investments across the bank, and supporting the Operating Groups and individual Lines of Business (LOBs) in developing new regulated, revenue-generation solutions that enhance BMO's market competitiveness. The Head Digital Finance will drive coordinated execution of the digital finance strategy and plan across the Lines of Businesses (LOBs), and with Technology & Operations and supporting corporate functions.
Working in partnership with senior leadership, Digital Finance SMEs in each Group, and the Office of Strategic Management (OSM), the role has the opportunity to shape BMO's market reputation and deliver on BMO's digital finance ambition as it relates to the use of Stablecoins, Tokenized deposits, Digital Assets custody, Digital Assets market-making and hedging, and other digital finance solutions across the enterprise. The role will oversee an enterprise-wide digital finance strategy aligned with BMO's overall strategic ambition. The role will be accountable to build and lead a high-performing agile team to establish BMO as a recognized leader in digital finance among its North American peers, lead the development of partnerships with emerging technology vendors and potential industry consortiums. The Head Digital Finance oversees, coordinates, and supports the execution of LOB Digital Finance initiatives and Proof of Concepts (PoCs) ensuring alignment to enterprise strategy. This includes the identification, assessment, and delivery of client and economic value, enterprise governance and controls, and coordination of execution to ensure alignment across the operating groups and supporting corporate functions.
The Head Digital Finance acts as BMO's digital finance accountable executive, the voice to the market and with regulators. The role represents all BMO Digital Finance initiatives with visibility at the most senior levels of the Bank and represents BMO externally at conferences and industry forums. The role oversees the development of enterprise Digital Finance online/virtual collateral, including LOB-specific front-line and client learning and marketing materials working together with the LOBs product and learning teams, People & Culture, Marketing, Communications & Social Impact. The role ensures the effective enterprise management of financial and non-financial risks, including reputational, cyber, data and AI, with respect to the use of Stablecoin, Tokenized deposits, Digital Asset Custody, Digital Assets market-making and hedging, and other digital finance solutions across the enterprise. The Head Digital Finance manages the enterprise Digital Finance Technology Investment Plan (TIP). Working with the OSM, T&O and the LOB leadership teams, the role is accountable for the 5-year strategic plan and associated investments / partnerships, development of any IAAP recommendations and facilitates EC / Board approval process.
Accountabilities:
Seeks out and manages partnerships (e.g., emerging technologies, vendors, industry consortiums) to advance BMO's strategy & goals
Represents BMO holistically in engaging with potential partners; coordinates changes/evolution to partnerships with each business
Governs Digital Finance activities - tracks all active and proposed initiatives (e.g., key milestones & issues) for broad set of audiences
Tracks and communicates any updates from Research and LRC teams on regulatory developments and industry highlights Lead, Digital Assets, Legal Risk & Compliance (LRC)
Follows industry and key competitive developments; advises on focus areas for BMO. Publishes thought papers alongside Head
Supports PoC business cases, including IAAPs and TIP requests
Expert advisor on evolving regulations to mitigate potential risks and issues; reviews BMO activities to ensure adherence with guidelines
Steer BMO's overall strategy and investments in Digital Finance, and support Operating Groups in developing new regulated, revenue-generating solutions - E.g., Digital/tokenized assets, cross-border payments, foreign exchange settlement, digital assets custody, market-making & hedging, smart contracts
Understand emerging Digital Finance technology and its potential implications and opportunities in serving BMO clients
Research, investigate, select, and develop Digital Finance initiatives - steering vendor selection, strategic partnerships, industry consortium participation - in a coordinated, enterprise approach
Stay informed on changes to the regulatory landscape and on competitive developments related to Digital Finance
Serve as market-facing team to communicate and educate the potential benefits and drawbacks of emerging products and services
Serve as BMO-wide representative on Digital Finance topics to the Board, EC, investor community, and regulators
Qualifications:
Minimum 10+ years of experience in finance, fintech, or digital asset management, with at least 5 years at the leadership level.
Proven track record of leading cross-functional teams through complex product launches in a highly regulated environment
Expertise in digital/tokenized assets (e.g., stablecoins, tokenized deposits, digital asset custody, smart contracts) or emerging business concepts and business models
Strong strategic and regulatory leadership: experience guiding cross-functional teams through digital asset product development and regulatory compliance.
Demonstrated partnering skills: track record of building and managing vendor, consortium, and industry collaborations.
Deep understanding of financial infrastructure, system architecture, and risk controls relevant to digital assets and crypto.
Excellent business case development: ability to assess ROI, author investment
Please note the base salary for this role with be approximately USD $200,000.00
** this role is also posted accordingly on our Canadian site for interested parties to apply -
#DigitalFinance
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$200k yearly Auto-Apply 20d ago
Treasury and Payment Solutions Portfolio Manager--Commercial Real Estate
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
02/26/2026
Address:
320 S Canal Street
Job Family Group:
Commercial Sales & Service
Portfolio Manager - Treasury & Payment Solutions Specialty Groups
About the Team:
The Treasury and Payment Solutions (TPS) Sales organization within BMO's U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. The Specialty Groups Sales team focuses on tailored solutions for key verticals such as Commercial Real Estate, Food, Consumer & Agriculture, Transportation Finance, Asset-Based Lending and Sponsor Finance & Funds.
Role Description:
The Portfolio Manager in TPS Sales acts as the single point of contact for their client portfolio and drives growth through consultative sales and relationship management. This role is responsible for retaining and expanding client portfolios, identifying opportunities to cross-sell TPS products and broader bank solutions, and ensuring a seamless client experience with BMO. Success requires collaboration across internal teams-including product specialists, client services, and implementation-to ensure exceptional service and timely delivery. This role is primarily focused on Commercial Real Estate.
Key Responsibilities:
Serve as the primary client contact, managing relationships and ensuring a high-quality TPS experience for your assigned client book.
Drive TPS revenue growth by developing new business, cross-selling solutions, and identifying One Client opportunities across the bank. Achieve/exceed key objectives and goals for sales production, new relationships, cross-selling and portfolio growth.
Execute sales with a disciplined approach to client planning and strategy, collaborating with RMs and other client coverage teams to deliver the optimal solution to the client or prospect.
Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
Develop proposals, pricing strategies, and presentations to support new business opportunities and deepen TPS relationships.
Proactively provide clients with market insights and leading practices in treasury management, liquidity, and working capital to support their business growth and strategy.
Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Develops new business by contacting prospects and clients, and by cross-selling Bank's cash management and related products and services.
Responsible for retaining and growing portfolio of cash management, commercial card and deposit clients
Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
Coordinates with TPS HQ organization, including Client Service, Implementations, Documentation, Help Desk and Product Specialists.
Serves as a daily escalation resource to ensure client expectations are met or exceeded.
Advises business clients on cash management and deposit solutions.
Advises clients, as needed, on liquidity, business management and other financial matters.
Develops and manages banking relationships, plans for prospective clients.
Acts as the prime subject matter expert for internal/external stakeholders.
Provides oversight, monitoring, and reporting specific to the assigned business group for regulatory remediation.
Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
Ensures proper documentation for cash management services.
Reviews cash management service agreements for completeness and accuracy.
Negotiates terms under which cash management services will be extended, including costs
Ensures delivery of cash management services is in accordance with corporate policies, pricing guidelines, and portfolio considerations.
Follows up after implementation to ensure all products were implemented successfully.
Acts as the daily sales contact for the client for sales-related questions such as product information, pricing, implementation timeframes and requirements.
Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
Responsible for pre-sales activities, including pitch preparation and client research and preparation of prospect and client files for action
Tracks implementation requests to keep the process on track with timelines and ensures accurate billing to clients.
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post-call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to the sales team to facilitate a solution to the client's/prospect's business and needs.
Assists with sales and service administration and processing, ensuring client experience is seamless, and opportunities are identified and met.
Maintains current client information on the Bank system/files to ensure client history is accurate and complete.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
6+ years of experience in treasury management either at a bank, fintech environment or as a corporate practitioner
Bachelor's degree required
Strong consultative sales skills and ability to influence decision-making.
Deep knowledge of cash management, payment technologies, and regulatory compliance.
Excellent communication, collaboration, and problem-solving skills.
Demonstrated ability to analyze and interpret financial and operational data to identify client opportunities and manage portfolio performance
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem-solving skills - In-depth.
Influence skills - In-depth.
Data-driven decision making - In-depth.
Intermediate level of proficiency:
Structuring Deals
People Management
Advanced level of proficiency:
Treasury Management
Cash Management
Payment Technologies
Financial Analysis
Risk Assessment
Quality Assurance Auditing
Regulatory Compliance
Data Analysis Reporting
Sales CRM
Problem Solving
Collaboration
Salary:
$74,000.00 - $138,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$74k-138k yearly Auto-Apply 14d ago
Risk Specialist
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
01/29/2026
Address:
320 S Canal Street
Job Family Group:
Business Management
Seeking a highly motivated professional to join our Commercial Risk & Control team and contribute to the advancement of our risk management program. This role will provide critical support to leadership in executing foundational risk activities, ensuring alignment with organizational objectives, and driving the maturity of our risk management practices. The successful candidate will possess strong analytical and organizational skills, a collaborative mindset, and a commitment to fostering a resilient, risk-aware culture across the business.
Supports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs (e.g., operational risk, AML, compliance, regulatory, etc.), including overseeing business operations within the jurisdiction to ensure adherence and efficiency. Contributes to a strong risk management culture through collaboration with other first line employees, and second & third line functions to ensure Compliance, AML or operational risks are identified, mitigated, monitored and reported on an ongoing basis.
Supports multiple, similar business units with corresponding number of regulators.
Assists with the implementation of risk management programs/ frameworks while identifying and minimizing negative impacts to the business.
Develops and implements risk mitigation strategies.
Acts as a subject matter expert in the evaluation, development and implementation of an internal control system.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Monitoring to ensure that 1st line jobs are following defined processes and procedures.
Develops, documents and maintains business/group procedures updating and obtaining approvals as regulations or the operating environment changes and communicates changes to the business/group & relevant stakeholder groups.
Supports the development of measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.
Tracks exception/exemption requests and corresponding approvals.
Builds awareness, knowledge, and skills and, as necessary, provides communication, practical tools and ongoing support including making presentations, to promote a culture of risk identification and management.
Supports the management of 1st LOD program for the business/group in compliance with appropriate principles, standards & direction from the second line of defense groups. Includes developing and promoting program and ensuring the execution of all program components.
Works with assigned business/group leaders to implement 1st LOD programs and frameworks, developing and maintaining an in-depth understanding of the applicable regulatory and internal risk management requirements. Interprets and provides advice on the application of the requirements for the business/group.
Develops and maintains an understanding of the business/group strategies and objectives, products and services, internal and external stakeholders and business processes as well as the underlying infrastructure to identify and manage implications and risk exposures for the business/group.
Identifies, investigates, analyzes, documents & mitigates program risks, taking into account jurisdictional issues, and raises any issues or concerns to senior leaders and other stakeholders.
Analyzes the impact and effectiveness of the program through periodic reviews.
Recommends adjustments to the overall program, policy or processes within the business/group in accordance with the Risk Appetite Statement, Governance and Corporate Policy.
Supports the business/group through internal/external audits or regulatory examinations and assists in development of action plans to resolve any identified issues.
Provides support to the development and delivery of training and awareness programs within the business/group to increase awareness of and compliance to risk management requirements.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Program Management - Good.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$57,500.00 - $106,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly Auto-Apply 8d ago
Mortgage Closer
BMO Harris Bank 4.1
Naperville, IL job
Application Deadline:
02/12/2026
Address:
1200 E. Warrenville Road
Job Family Group:
Customer Shared Services
Executes critical mortgage processes to achieve business results and deliver the intended customer experience. Operational processes may include closing mortgages, reviewing mortgage documentation and other activities. All activities are completed in compliance with BMO and regulatory requirements. Collaborates with stakeholders to promote efficient and effective processes and work flow.
Provides advice and guidance to assigned business/group on implementation of solutions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Reviews all first mortgage residential loan applications prior to closing in order to assess compliance with BMO Harris or third party lending partner policy and procedures as well as all applicable regulatory requirements.
Provides accurate and timely processing of mortgage processes in accordance with established policies, processes and procedures.
Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.
Follows documented policies and procedures to execute transactions, activities, processes and ensures all Service Level Agreements(SLAs) are met.
Checks and reconciles information and documentation to ensure accuracy and completeness.
Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.
Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
Manages documentation to ensure that records are maintained in a proper manner.
Analyzes data and information to provide insights and recommendations.
Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.
Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Knowledge and experience using relevant systems and technology - In-depth.
Knowledge and understanding of the business unit's key products and services, processes and controls - In-depth.
Knowledge of the risk and regulatory requirements of the business - In-depth.
Prioritization skills - Good.
PC skills (MS Word, Excel, PowerPoint) - In-depth.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Mortgage closing experience
Salary:
$45,000.00 - $83,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Application Deadline:
02/03/2026
Address:
1200 E. Warrenville Road
Job Family Group:
Technology
Please note, this is a full-time (40 hours per week) internship role (hybrid - location requires candidate to work on-site), and you will be considered for openings in Naperville, IL and Chicago, IL. Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities."
As an intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.
Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Banking Mentorship Program, BMO Social Squad student-led activities, BMO Academy corporate learning platform, and access to various Employee Resource Groups to further develop your network within BMO.
Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMOCanada and joining our LinkedIn group BMO Campus Recruiting & Early Talent.
Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at ******************************************************
To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.
Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into technical specifications, writing code and managing the preparation of design specifications. Supports system design, provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements.
Translates user needs into technical specifications by understanding, conceptualizing, and facilitating technical requirements from user.
Analyzes, develops, tests, and implements new software programs, and documentation of entire software development life cycle execution.
Performs preventative and corrective maintenance, troubleshooting and fault rectification of system and core software components .
Ensures that code/configurations adhere to the security, logging, error handling, and performance standards and non-functional requirements.
Evaluates new technologies for fit with the program/system/eco-system and the associated upstream and downstream impacts on process, data, and risk.
Follows release management processes and standards, and applies version controls.
Assists in interpreting and documentation of client requirements.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Foundational level of proficiency:
Creative thinking.
Building and managing relationships.
Emotional agility.
Quality Assurance and Testing.
Cloud computing.
Microservices.
Technology Business Requirements Definition, Analysis and Mapping.
Adaptability.
Learning Agility.
Intermediate level of proficiency:
Programming.
Applications Integration.
Test Driven Development.
System Development Lifecycle.
Troubleshooting.
System and Technology Integration.
Verbal & written communication skills.
Collaboration & team skills.
Analytical and problem solving skills.
Data driven decision making.
As a full-time employee, we would require 3-5 years of experience, however as part of the BMO campus program, we are looking for motivated individuals with a strong desire to learn.
Technical proficiency gained through education and/or business experience.
Salary:
$63,300.00 - $117,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$28k-34k yearly est. Auto-Apply 8d ago
Consumer Banker IV [Full-Time]
Bankfinancial Corporation 4.3
Bankfinancial Corporation job in Flossmoor, IL
The Consumer Banker will work with existing Bank clients and prospect for new Bank clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.
Essential Functions/Responsibilities
* Perform necessary functions necessary to open accounts, perform maintenance.
* Run a Teller drawer as deemed necessary by management
* Support client engagement through active calling, client conversations, and follow up.
* Daily activities that align with The Bank Experience, including but not limited to:
* Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related
* Ensure client follow up calls are conducted in the proper time frame.
* Maintain all operational and risk management standards
* Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
* Model the way for peers and coworkers aligned with the Bank's Mission and Values.
* The CB is responsible for adherence to all compliance and regulatory procedures.
* Tracks, reports and communicates business results and activities to their FCM
* Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.
* Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
* Participate and lead in the Bank Experience by being active in site center huddles and meetings to support sales and service activities.
* Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.
* Provide digital assistance and service for clients establishing or in need of support in utilizing the bank's online offering.
* Assist the branch team, FCM and other District leaders and associates in sharing knowledge, onboarding and developing newer associates, solving staffing challenges at a team, and participating in the success and overall improvement of the District/ Region; across all sales, service and operational objectives.
* Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.
BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
* 3-4 years client experience and retail banking
* Demonstrated success with consultative, needs-based selling
* Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.
* Demonstrated ability to work both independently and as part of a team
* Bachelor's Degree or equivalent experience
* Strong oral and written communication skills
* Familiarity with consumer and small business credit
* Strong product knowledge relating to consumer and commercial suite of products and services