Relationship Banking Advisor: Personal & Small Biz

Koitecc Solutions; Valparaiso (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Job summary

BMO Financial Group is recruiting for a Retail Banking Sales & Service role in the United States. The position focuses on delivering exceptional service, understanding customer needs, and providing tailored financial solutions through branch and digital channels.

The role emphasizes proactive engagement, needs assessments, and collaboration with partners to drive sales and improve the overall customer experience.

Qualifications

• Typically 2–3 years of relevant experience in a financial services role.
• Experience with personal and small business customer needs and solutions.
• Strong verbal and written communication skills with a customer-focused approach.

Responsibilities

• Proactively engage existing customers and prospects with needs-based assessments to grow loyalty and identify opportunities.
• Identify financial solutions and preferred banking channels while recommending tailored solutions (deposit, lending, investments).
• Advise clients on digital and self-serve options to simplify banking and enhance the customer experience.
• Support customer transactions and relationship growth across branches and channels.
• Ensure compliance with legal, regulatory requirements and lending policies in all recommendations.

Skills

Needs-based assessments

Relationship building

Sales experience

Communication skills

Cross-team collaboration

Regulatory compliance awareness

Education

Post-secondary degree in related field

Job description

BMO Financial Group is recruiting for a Retail Banking Sales & Service role in the United States. The position focuses on delivering exceptional service, understanding customer needs, and providing tailored financial solutions through branch and digital channels.

The role emphasizes proactive engagement, needs assessments, and collaboration with partners to drive sales and improve the overall customer experience.