Relationship Banker — Personal Banking & Lending Advisor

Hispanic Alliance for Career Enhancement; St. John (IN); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Job summary

The Hispanic Alliance for Career Enhancement is seeking a Customer Relationship Specialist to deliver exceptional service and build relationships with clients at BMO in St. John, Indiana. This role includes engaging customers to assess their financial needs and providing tailored financial solutions.

The ideal candidate will have 2-3 years of relevant experience in the financial services industry and will possess strong communication and interpersonal skills. Additional compensations include health insurance and a comprehensive benefits package.

Qualifications

• 2-3 years of relevant experience in financial services.
• Confident in using digital tools and applications.
• Strong commitment to customer satisfaction.

Responsibilities

• Engage with customers to assess needs and grow loyalty.
• Provide financial advice and recommend tailored solutions.
• Ensure compliance with legal requirements and regulations.

Skills

Customer engagement

Financial solutions knowledge

Analytical skills

Problem-solving

Interpersonal skills

Sales experience

Communication skills

Education

Post-secondary degree in a related field

Job description

The Hispanic Alliance for Career Enhancement is seeking a Customer Relationship Specialist to deliver exceptional service and build relationships with clients at BMO in St. John, Indiana. This role includes engaging customers to assess their financial needs and providing tailored financial solutions.

The ideal candidate will have 2-3 years of relevant experience in the financial services industry and will possess strong communication and interpersonal skills. Additional compensations include health insurance and a comprehensive benefits package.