Relationship Banker: Personal Finance Advisor

Koitecc Solutions; Plainfield (IN); On-site; USD 41,000 - 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 banking advisor to deliver personalized financial guidance and cross-sell opportunities across banking products. You will engage customers, identify needs, and guide them toward suitable lending and investment options.

The role emphasizes risk-aware credit decisions, collaboration with branch teams, and adherence to regulatory requirements. Experience in financial services and strong communication are essential. Salary ranges and benefits apply.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree desirable.
• Canada-specific investment product registration may be required.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong communication and collaboration skills.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Guide customers on financial solutions across everyday banking, lending, and investments.
• Promote digital/self-serve options and streamline customer transactions.
• Build relationships through community engagement and cross-channel collaboration.
• Apply risk management policies and ensure compliance in lending decisions.

Skills

Verbal communication

Written communication

Interpersonal skills

Analytical thinking

Problem solving

Collaboration

Customer service

Consultative sales

Attention to detail

Relationship building

Education

Post-secondary degree in related field

Canada investment product registration (if applicable)

Lending qualifications and designations

Job description

BMO Financial Group is seeking a customer-focused banking advisor to deliver personalized financial guidance and cross-sell opportunities across banking products. You will engage customers, identify needs, and guide them toward suitable lending and investment options.

The role emphasizes risk-aware credit decisions, collaboration with branch teams, and adherence to regulatory requirements. Experience in financial services and strong communication are essential. Salary ranges and benefits apply.