Relationship Banker: Drive Customer Growth & Solutions

Bank of Montreal; Lawrence (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a Retail Banking Associate in the United States to deliver exceptional service and identify customer financial needs. You will provide needs-based assessments and advise on everyday banking, lending, home financing, and small business solutions while guiding customers through digital self-serve options.

You’ll collaborate with branch teams to grow loyalty and cross-sell across channels.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree desirable.
• Experience in financial services or loans is an asset.
• Strong communication, listening, and problem-solving abilities.

Responsibilities

• Deliver exceptional service and identify customer needs to advise on financial solutions.
• Engage customers to grow loyalty and build new relationships across channels.
• Provide needs-based assessments and recommend tailored banking options.
• Ensure compliance with risk, legal, and regulatory requirements.

Skills

Needs-based assessments

Customer service

Sales

Lending knowledge

Regulatory compliance

Financial solutions

Digital channels

Interpersonal skills

Credit knowledge

Communication skills

Education

Post-secondary degree

Tools

Tablets

Smartphones

Online tools

Job description

Bank of Montreal is seeking a Retail Banking Associate in the United States to deliver exceptional service and identify customer financial needs. You will provide needs-based assessments and advise on everyday banking, lending, home financing, and small business solutions while guiding customers through digital self-serve options.

You’ll collaborate with branch teams to grow loyalty and cross-sell across channels.