Client-Centric Banking Advisor & Solutions Specialist

BMO Financial Group; Chanhassen (MN); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Minnesota is seeking a customer-focused banking professional to assess needs, advise on financial solutions, and build lasting relationships. You will engage customers across channels, promote digital options, and support branch teams while ensuring compliant lending recommendations and exceptional service.

The role emphasizes proactive engagement, collaboration with partners, and contributing to business results in a dynamic banking environment.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Canada only: Registration to sell investment products completed, as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.

Responsibilities

• Lead in engaging with existing customers and prospects by providing needs-based assessments to grow loyalty.
• Advise customers on financial solutions across banking channels and products.
• Provide guidance on digital and self-serve options to simplify banking.
• Process customer transactions and support branch and market team objectives.
• Ensure compliance with legal, regulatory, and lending policies during lending recommendations.

Skills

Customer service

Sales oriented

Relationship building

Interpersonal skills

Needs assessment

Communication skills

Problem solving

Education

Post-secondary degree (desirable)

Lending qualifications

Job description

BMO Financial Group in Minnesota is seeking a customer-focused banking professional to assess needs, advise on financial solutions, and build lasting relationships. You will engage customers across channels, promote digital options, and support branch teams while ensuring compliant lending recommendations and exceptional service.

The role emphasizes proactive engagement, collaboration with partners, and contributing to business results in a dynamic banking environment.