Relationship Banker: Personal Banking & Lending Pro

BMO; Kokomo (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a branch-oriented professional to deliver exceptional service and advise on financial solutions tailored to customer needs. You’ll engage existing customers and prospects with needs-based assessments to grow loyalty and uncover opportunities.

Role emphasizes consultative sales, regulatory compliance, and collaboration across branch and partners to deliver strong customer experiences in a dynamic banking environment.

Qualifications

• 2–3 years of relevant experience or an equivalent combination of education and experience.
• Post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business banking needs.
• Experience in financial services is an asset.

Responsibilities

• Deliver exceptional service and identify customer needs and advise on financial solutions.
• Lead needs assessments with customers and prospects to grow loyalty and opportunities.
• Guide customers to digital/self-serve options and simplify banking interactions.
• Support transactions and respond to customer inquiries while ensuring compliance.
• Grow banking relationships by proactive outreach and building community ties.

Skills

Needs-based assessments

Financial solutions

Customer service

Sales & consultative selling

Regulatory/compliance awareness

Education

Post-secondary degree desirable

Job description

BMO Financial Group seeks a branch-oriented professional to deliver exceptional service and advise on financial solutions tailored to customer needs. You’ll engage existing customers and prospects with needs-based assessments to grow loyalty and uncover opportunities.

Role emphasizes consultative sales, regulatory compliance, and collaboration across branch and partners to deliver strong customer experiences in a dynamic banking environment.