Relationship Banker: Personal Banking & Lending Advisor

BMO U.S.; Indianapolis (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 Financial Group is seeking a customer-focused professional in Indianapolis to deliver exceptional service and guidance on personal banking. You will identify needs, advise on financial solutions, and collaborate with branches and partners to meet business goals.

The role emphasizes proactive engagement, growth of relationships, and adherence to regulatory and lending policies while promoting digital channels for convenient banking experiences.

Qualifications

• Experience in financial services or a consultative sales role.
• Strong written and verbal communication skills.
• Ability to work across teams and adapt to regulations.

Responsibilities

• Deliver exceptional service and identify customer needs.
• Lead needs assessments and propose tailored financial solutions.
• Advise on digital/self-serve options to streamline banking.
• Engage customers to grow relationships and opportunities.

Skills

Customer service

Needs-based assessments

Sales and service

Collaboration

Communication skills

Problem solving

Organizational skills

Teamwork

Relationship building

Education

Post-secondary degree in related field desirable

Tools

CRM systems

Online banking tools

Job description

BMO Financial Group is seeking a customer-focused professional in Indianapolis to deliver exceptional service and guidance on personal banking. You will identify needs, advise on financial solutions, and collaborate with branches and partners to meet business goals.

The role emphasizes proactive engagement, growth of relationships, and adherence to regulatory and lending policies while promoting digital channels for convenient banking experiences.