Relationship Banker & Financial Solutions Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accidental and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Indianapolis is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs and guide them toward tailored financial solutions. You will collaborate with branch teams and partners to drive the customer experience and business results, while promoting digital options and handling transactions with care.

The role emphasizes needs-based assessments, proactive customer engagement, and compliance with lending and regulatory

Qualifications

• 2–3 years of relevant experience; post‑secondary degree desirable.
• Knowledge of personal lending, small business banking, and product solutions.
• Strong communication and client service orientation.

Responsibilities

• Provide needs-based financial advice to customers and prospects.
• Grow loyalty by engaging customers and scheduling appointments.
• Process deposits, loans and lending applications in compliance with policies.

Skills

Consultative selling

Relationship building

Financial solutions knowledge

Regulatory compliance

Education

Post-secondary degree

Job description

Bank of Montreal in Indianapolis is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs and guide them toward tailored financial solutions. You will collaborate with branch teams and partners to drive the customer experience and business results, while promoting digital options and handling transactions with care.

The role emphasizes needs-based assessments, proactive customer engagement, and compliance with lending and regulatory