Personal Banking & Lending Advisor

BMO U.S.; Martinsville (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Indiana seeks a customer-focused banking professional to deliver exceptional service and tailored financial solutions. You will identify customer needs, perform needs-based assessments, and guide clients toward appropriate banking channels and products.

The role emphasizes a consultative sales approach, regulatory compliance, and collaboration with branch teams to drive loyalty, growth, and a positive customer experience in a fast-paced environment.

Qualifications

• Proven ability to assess customer needs and provide suitable financial guidance.
• Experience in personal banking or lending products is preferred.
• Familiarity with regulatory requirements and risk policies is expected.

Responsibilities

• Engage customers to perform needs assessments and grow loyalty.
• Offer tailored financial solutions across banking channels.
• Guide clients on digital/self-serve options and lending products.
• Process transactions and support branch goals with team.

Skills

Needs-based assessments

Relationship management

Financial solutions

Sales & service

Regulatory compliance

Credit recommendations

Team collaboration

Education

Post-secondary degree in related field

Tools

Digital banking tools

Job description

BMO Financial Group in Indiana seeks a customer-focused banking professional to deliver exceptional service and tailored financial solutions. You will identify customer needs, perform needs-based assessments, and guide clients toward appropriate banking channels and products.

The role emphasizes a consultative sales approach, regulatory compliance, and collaboration with branch teams to drive loyalty, growth, and a positive customer experience in a fast-paced environment.