Relationship Banker: Personal Banking & Lending

BMO Harris Bank; Griffith (IN); Vor Ort; USD 42.000 - 66.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group in the United States seeks a customer-focused branch professional to assess needs and offer tailored financial solutions across banking and lending. You will engage customers, discuss everyday banking, lending, and investment options, and guide them to digital self-serve tools.

You will collaborate with branch and market teams to deliver exceptional service while ensuring compliance with regulations and policies that protect customer interests.

Qualifikationen

• Typically 2-3 years of relevant experience and a post-secondary degree in related field.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong communication, listening, and problem-solving skills.
• Ability to work in a consultative sales and team-based environment.

Aufgaben

• Lead proactive engagement with existing customers and prospects.
• Perform needs assessments to identify financial solutions and channels.
• Advise on digital and self-serve options to simplify banking.
• Collaborate with branch and market teams to deliver customer experience.
• Ensure compliance with legal and regulatory requirements and lending policies.

Kenntnisse

Sales experience

Customer service

Communication skills

Interpersonal skills

Problem solving

Teamwork

Attention to detail

Listening skills

Adaptability

Ausbildung

Post-secondary degree in related field

Registration to sell investment products

Jobbeschreibung

BMO Financial Group in the United States seeks a customer-focused branch professional to assess needs and offer tailored financial solutions across banking and lending. You will engage customers, discuss everyday banking, lending, and investment options, and guide them to digital self-serve tools.

You will collaborate with branch and market teams to deliver exceptional service while ensuring compliance with regulations and policies that protect customer interests.