Retail Banking Relationship Advisor

BMO U.S.; Indiana; 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

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group seeks a Retail Banking Sales & Service professional in Indiana to deliver exceptional service, assess customer needs, and propose tailored financial solutions. You will collaborate across branches and channels to grow loyalty, handle lending discussions, and promote digital self-serve options while maintaining risk and compliance guidelines.

The role emphasizes proactive customer engagement, accurate data entry, and building relationships within the community to meet business

Qualifications

• Post-secondary degree in related field or equivalent experience.
• Experience in financial services or consultative sales is preferred.
• Strong communication and interpersonal skills for client interactions.
• Ability to analyze customer needs and propose suitable financial solutions.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide tailored financial solutions.
• Engage with customers to grow loyalty and opportunities across channels.
• Ensure compliance with lending policies, risk framework, and regulatory requirements.
• Support risk and data accuracy in lending applications and processes.

Skills

Verbal & written communication

Interpersonal skills

Analytical and problem solving

Consultative sales experience

Customer service experience

Sales drive

Education

Post-secondary degree in related field

Tools

Social media tools

Tablets

Smartphones

Job description

BMO Financial Group seeks a Retail Banking Sales & Service professional in Indiana to deliver exceptional service, assess customer needs, and propose tailored financial solutions. You will collaborate across branches and channels to grow loyalty, handle lending discussions, and promote digital self-serve options while maintaining risk and compliance guidelines.

The role emphasizes proactive customer engagement, accurate data entry, and building relationships within the community to meet business