Relationship Banker - Personal & Small Business Lending

BMO U.S.; Griffith (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 U.S. is hiring to deliver exceptional customer service and strategic financial guidance across channels and branches. You will identify customer needs, present tailored lending and banking solutions, and promote digital self-serve options to simplify banking.

This role emphasizes relationship growth and compliant, customer-focused advice. The candidate should bring 2–3 years of relevant experience, a post-secondary degree, and a background in financial services, with strong communication and

Qualifications

• 2–3 years of relevant experience with a post-secondary degree.
• Experience in financial services is an asset.
• Strong communication and interpersonal skills.
• Knowledge of lending products and personal banking.
• Ability to collaborate in a team and multi-branch environments.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Problem solving

Education

Post-secondary degree in related field

Regulatory knowledge in financial services

Job description

BMO U.S. is hiring to deliver exceptional customer service and strategic financial guidance across channels and branches. You will identify customer needs, present tailored lending and banking solutions, and promote digital self-serve options to simplify banking.

This role emphasizes relationship growth and compliant, customer-focused advice. The candidate should bring 2–3 years of relevant experience, a post-secondary degree, and a background in financial services, with strong communication and