Relationship Banker: Personal Banking & Credit Advisor

BMO Harris Bank; Westfield (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused associate in Indiana to deliver exceptional service, identify customer needs, and guide them toward appropriate financial solutions across banking, lending, and small business offerings. The role involves proactive engagement, needs assessments, and promoting digital tools to simplify banking.

As an originator of consumer loans and advisor to customers, you will work with the branch team to meet sales and service objectives while adhering to risk

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Engage customers to identify financial solutions and channels, including banking, lending, investments, and small business solutions.
• Advise on digital and self-serve options to simplify banking for customers.
• Support customer transactions and servicing needs driven by customer traffic.
• Build new relationships within the community and generate appointments.
• Comply with lending policies, regulatory requirements, and risk management processes.

Skills

customer service

needs-based selling

communication

sales advisory

relationship building

regulatory compliance

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a customer-focused associate in Indiana to deliver exceptional service, identify customer needs, and guide them toward appropriate financial solutions across banking, lending, and small business offerings. The role involves proactive engagement, needs assessments, and promoting digital tools to simplify banking.

As an originator of consumer loans and advisor to customers, you will work with the branch team to meet sales and service objectives while adhering to risk