Relationship Banker: Personal Banking & Lending Advisor

BMO U.S.; Carmel (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 U.S. is seeking a customer-focused professional to deliver exceptional service and guidance on financial solutions. You will engage customers, conduct needs assessments, and recommend tailored banking and lending options to grow loyalty and address both sales and service needs.

The role emphasizes compliance, risk awareness, and a personal banking experience. The position supports in-branch and multi-channel engagement, with emphasis on building relationships and guiding clients through

Qualifications

• Typically 2–3 years of relevant experience desirable or equivalent education.
• Working knowledge of personal banking products and lending solutions.
• Experience in a consultative customer service or sales role is preferred.

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs and guiding financial solutions.
• Engages customers to complete needs assessments and recommends tailored banking, lending, and investment solutions.
• Promotes digital self-serve options and supports transactions to enhance the customer experience.
• Maintains regulatory compliance and risk management in all lending activities.

Skills

Needs-based assessments

Customer service

Sales

Communication skills

Banking knowledge

Education

Post-secondary degree in related field

Job description

BMO U.S. is seeking a customer-focused professional to deliver exceptional service and guidance on financial solutions. You will engage customers, conduct needs assessments, and recommend tailored banking and lending options to grow loyalty and address both sales and service needs.

The role emphasizes compliance, risk awareness, and a personal banking experience. The position supports in-branch and multi-channel engagement, with emphasis on building relationships and guiding clients through