Relationship Banker: Personal Banking & Home Financing

BMO; Westfield (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 is seeking a customer-focused professional in Indiana to deliver tailored financial solutions. You will engage with customers and prospects, perform needs assessments, and guide them toward appropriate banking channels, loans, and investments while maintaining compliance and accuracy.

The role emphasizes cross-team collaboration, proactive outreach, and a commitment to delivering a personalized banking experience in a multi-branch environment.

Qualifications

• Typically 2–3 years of related experience or equivalent education.
• Familiarity with personal banking products and lending.
• Experience in financial services is an asset.

Responsibilities

• Take the lead in engaging with customers to assess needs and offer tailored financial solutions.
• Proactively grow loyalty by identifying immediate and future opportunities.
• Provide guidance on banking channels, investments, lending, and home financing.
• Advise on digital and self-serve options to simplify banking for customers.
• Ensure compliance with legal, regulatory, and lending policies.
• Collaborate with branch and market teams to deliver a consistent customer experience.
• Process lending applications and ensure data accuracy and timeliness.

Skills

Needs-based assessments

Sales & service

Financial solutions advisory

Risk management

Regulatory compliance

Effective communication

Interpersonal skills

Problem solving

Education

Post-secondary degree

Tools

CRM software

Online banking tools

Mobile/tablet tools

Job description

BMO Financial Group is seeking a customer-focused professional in Indiana to deliver tailored financial solutions. You will engage with customers and prospects, perform needs assessments, and guide them toward appropriate banking channels, loans, and investments while maintaining compliance and accuracy.

The role emphasizes cross-team collaboration, proactive outreach, and a commitment to delivering a personalized banking experience in a multi-branch environment.