Relationship Banking & Lending Advisor

BMO U.S.; St. John (IN); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a customer-focused professional to deliver exceptional service to clients and prospects across branches and channels.

You will identify customer needs and provide guidance on financial solutions that fit their best interests, partnering with BMO teams to achieve business objectives. Responsibilities include proactive engagement, needs assessments, and recommending tailored everyday banking, lending, home financing, and small business solutions while ensuring regulatory

Qualifications

• 2–3 years of relevant experience and a post-secondary degree.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business needs and solutions.
• Experience in retail investments and lending products.
• Strong verbal and written communication skills.

Responsibilities

• Lead needs-based assessments with customers to grow loyalty.
• Advise on financial solutions and preferred banking channels.
• Promote digital and self-serve options for easier banking.
• Ensure compliance with lending policies and regulatory requirements.
• Collaborate with branch and market teams to drive results.

Skills

Relationship building

Needs assessment

Sales & service

Regulatory compliance

Credit analysis

Communication skills

Education

Post-secondary degree

Tools

Social media

Online tools

Job description

BMO U.S. is seeking a customer-focused professional to deliver exceptional service to clients and prospects across branches and channels.

You will identify customer needs and provide guidance on financial solutions that fit their best interests, partnering with BMO teams to achieve business objectives. Responsibilities include proactive engagement, needs assessments, and recommending tailored everyday banking, lending, home financing, and small business solutions while ensuring regulatory