Relationship Banker: Personal Banking & Lending Advisor

BMO; East Chicago (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Indiana seeks a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide clients to suitable financial solutions across banking channels.

The role emphasizes proactive customer engagement, credit awareness, and collaboration with branch teams to meet business goals while maintaining compliance and risk controls.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and collaborative skills.

Responsibilities

• Takes a lead in engaging with customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to identify financial solutions and preferred banking channels, recommending tailored solutions.
• Advise on digital and self-serve options to make banking easy, simple, and fast.
• Addresses customer questions and resolves issues in compliance with legal and regulatory requirements.

Skills

Needs-based selling

Customer engagement

Communication

Cross-selling

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Indiana seeks a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide clients to suitable financial solutions across banking channels.

The role emphasizes proactive customer engagement, credit awareness, and collaboration with branch teams to meet business goals while maintaining compliance and risk controls.