Consultative Banking Advisor: Grow Relationships & Solutions

BMO U.S.; Sarasota (FL); On-site; USD 39,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused banking professional in the United States for delivering exceptional service, identifying customer needs, and guiding them through banking, lending, and investment options. The role emphasizes needs-based assessments, proactive engagement, and adherence to regulatory standards.

The position involves collaborating with branch teams, promoting digital tools, and growing relationships through careful, compliant advising and service excellence across

Qualifications

• 2–3 years of relevant experience typically expected in financial services
• Appropriate lending qualifications and designations are required
• Knowledge of retail investments and lending products is helpful
• Experience in a consultative customer service or sales role with a client-first mindset
• Strong communication, organization and teamwork skills

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs and guiding financial solutions
• Engages customers with needs assessments to grow loyalty and identify opportunities
• Advices on digital and self-serve options to simplify banking
• May engage through multiple branches and channels to build relationships and meet business goals
• Assesses credit needs and applies risk management framework in lending discussions
• Complies with regulatory requirements and internal lending policies
• Acts as part of a collaborative branch and market team
• Maintains knowledge of banking products and industry trends

Skills

Interpersonal skills

Analytical thinking

Problem solving

Team player

Communication skills

Sales mindset

Collaboration

Education

Post-secondary degree in related field

Lending qualifications and designations

Job description

BMO Financial Group is seeking a customer-focused banking professional in the United States for delivering exceptional service, identifying customer needs, and guiding them through banking, lending, and investment options. The role emphasizes needs-based assessments, proactive engagement, and adherence to regulatory standards.

The position involves collaborating with branch teams, promoting digital tools, and growing relationships through careful, compliant advising and service excellence across