Relationship Banker: Personal Banking & Lending

BMO Harris Bank; Martinsville (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 Harris Bank is seeking a customer-focused professional in the United States to deliver exceptional service within the Retail Banking Sales & Service group. You will identify customer needs, provide financial guidance, and collaborate with branch teams to drive business objectives.

The role emphasizes needs-based assessments, solution recommendations across lending, investments, and everyday banking channels, and a strong emphasis on risk and compliance.

Qualifications

• 2-3 years of relevant experience desirable
• Post-secondary degree in related field desirable or equivalent combination of education and experience
• Experience in financial services is an asset
• Confident and experienced in using social media, tablets, smartphones, and online tools

Responsibilities

• Proactively engage with existing customers and prospects to grow loyalty and opportunities
• Conduct needs assessments and recommend tailored financial solutions
• Advise on digital and self-serve options to simplify banking
• Support customer transactions and branch operations
• Build new relationships through community engagement
• Ensure compliance with lending policies and regulatory requirements
• Contribute to team collaboration within branch and market
• Protect assets by applying risk management framework

Skills

Needs-based assessments

Interpersonal skills

Analytical and problem solving

Verbal and written communication

Organization skills

Collaboration and teamwork

Proactive outreach

Customer relationship building

Education

Post-secondary degree or equivalent experience

Job description

BMO Harris Bank is seeking a customer-focused professional in the United States to deliver exceptional service within the Retail Banking Sales & Service group. You will identify customer needs, provide financial guidance, and collaborate with branch teams to drive business objectives.

The role emphasizes needs-based assessments, solution recommendations across lending, investments, and everyday banking channels, and a strong emphasis on risk and compliance.