Relationship Banker: Personal Banking & Lending Advisor

BMO; Griffith (IN); On-site; USD 32,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a customer-centric financial professional in the United States to engage with customers and prospects, assess needs, and tailor financial solutions across banking, lending, and investments. You will collaborate across branches and with partners to deliver a superior customer experience and achieve business goals.

The role emphasizes proactive outreach, accurate data entry, and adherence to lending policies and regulatory requirements, while building lasting relationships in the

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to complete needs assessments and grow loyalty with tailored solutions.

Skills

Customer service

Consultative sales

Communication skills

Financial knowledge

Relationship building

Education

Post-secondary degree in related field

Tools

Social media

Online banking tools

Tablets/Smart phones

Job description

BMO is seeking a customer-centric financial professional in the United States to engage with customers and prospects, assess needs, and tailor financial solutions across banking, lending, and investments. You will collaborate across branches and with partners to deliver a superior customer experience and achieve business goals.

The role emphasizes proactive outreach, accurate data entry, and adherence to lending policies and regulatory requirements, while building lasting relationships in the