Relationship Banker: Personal Banking & Lending Advisor

BMO U.S.; Hammond (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused professional in Indiana to assess client needs and guide them to suitable banking and lending solutions. The role emphasizes proactive engagement with customers and prospects to grow loyalty and cross-sell personal banking, retail investments, and small business solutions.

You will work across branches and channels, provide guidance on digital tools, ensure accurate data entry, and maintain compliance with lending policies.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree or equivalent
• Experience in consultative customer service or sales
• Strong written and verbal communication
• Knowledge of personal banking and retail investments
• Ability to identify customer needs and tailor financial solutions
• Aptitude for building rapport and collaborating with a team

Responsibilities

• Engages customers to assess needs and recommend tailored financial solutions
• Takes a lead in engaging with existing customers and prospects to grow loyalty
• Provide guidance on banking channels and digital/self-service options
• Supports customer transactions and processes lending applications in compliance with policies
• Collaborates with branch teams and partners to deliver a high-quality customer experience
• Identifies and reports suspicious activity per regulatory requirements
• Delivers compliant and accurate data entry for lending decisions

Skills

Interpersonal skills

Communication skills

Organization skills

Teamwork

Problem solving

Analytical thinking

Sales experience

Customer needs assessment

Education

Post-secondary degree

Lending qualifications

Tools

Social media tools

Mobile devices

Online tools

Job description

BMO Financial Group is seeking a customer-focused professional in Indiana to assess client needs and guide them to suitable banking and lending solutions. The role emphasizes proactive engagement with customers and prospects to grow loyalty and cross-sell personal banking, retail investments, and small business solutions.

You will work across branches and channels, provide guidance on digital tools, ensure accurate data entry, and maintain compliance with lending policies.