Relationship Banking Advisor - Personal Finance & Lending

Koitecc Solutions; Valparaiso (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 Financial Group is seeking a Customer Banking Advisor in the United States to deliver exceptional service, assess customer needs, and guide them to appropriate financial solutions across everyday banking, lending, and investments. You will work with branch teams and partners, handling risk and compliance while driving growth through proactive engagement and needs-based conversations.

A strong focus on privacy and ethics is essential.

Qualifications

• Typically 2-3 years of relevant experience or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects; identifies needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and recommends tailored banking solutions.
• Offers guidance on digital and self-serve options to simplify banking for customers.
• Supports customer transactions and builds relationships within the community.

Skills

Customer service

Sales-oriented

Interpersonal skills

Communication skills

Problem solving

Team collaboration

Education

Post-secondary degree in related field

Tools

Social media

Smart phones

Tablets

Online tools

Job description

BMO Financial Group is seeking a Customer Banking Advisor in the United States to deliver exceptional service, assess customer needs, and guide them to appropriate financial solutions across everyday banking, lending, and investments. You will work with branch teams and partners, handling risk and compliance while driving growth through proactive engagement and needs-based conversations.

A strong focus on privacy and ethics is essential.