Relationship Banking Advisor: Personal & Small Business Solutions

BMO; Kokomo (IN); Presencial; USD 42.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group, a leading bank, seeks a Retail Banking Sales & Service professional in the United States. You will deliver exceptional service, identify customer needs, and guide them toward tailored financial solutions across banking, lending, and investments.

You’ll engage customers to grow relationships and support risk and regulatory compliance. With 2–3 years of relevant experience and a post-secondary degree (desirable), you’ll work in a team-focused environment.

Formación

• Verbal and written communication skills (good).
• Organization skills (good).
• Collaboration and teamwork (good).
• Analytical and problem solving skills (good).

Responsabilidades

• Delivers exceptional service to customers and prospects, identifies needs and provides guidance on financial solutions.
• Engages in proactive needs-based assessments to grow loyalty and identify opportunities within branch and through partners.
• Ensures compliance with risk, regulatory requirements, and lending policies while processing lending applications.

Conocimientos

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical and problem solving

Educación

Post-secondary degree desirable

Descripción del empleo

BMO Financial Group, a leading bank, seeks a Retail Banking Sales & Service professional in the United States. You will deliver exceptional service, identify customer needs, and guide them toward tailored financial solutions across banking, lending, and investments.

You’ll engage customers to grow relationships and support risk and regulatory compliance. With 2–3 years of relevant experience and a post-secondary degree (desirable), you’ll work in a team-focused environment.