Relationship Banker - Personal Banking & Lending Expert

BMO; Columbia City (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 is hiring for a Retail Banking Sales & Service role in the United States. You will deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions across everyday banking, lending, and small business products.

You will engage customers to complete needs assessments, propose tailored options, and coordinate with branch teams and partners to meet goals while maintaining regulatory compliance and high ethical standards.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable.
• Familiarity with personal banking, lending products, and financial services.
• Ability to perform in a sales-driven, consultative environment.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Engage with customers to complete needs assessments and tailor solutions.
• Process lending applications and ensure compliance with policies.
• Build relationships and explore opportunities across branches and channels.

Skills

Consultative sales

Customer service

Financial solutions knowledge

Regulatory compliance

Effective communication

Education

Post-secondary degree in related field

Job description

BMO is hiring for a Retail Banking Sales & Service role in the United States. You will deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions across everyday banking, lending, and small business products.

You will engage customers to complete needs assessments, propose tailored options, and coordinate with branch teams and partners to meet goals while maintaining regulatory compliance and high ethical standards.