Financial Solutions Advisor - Personal Banking

BMO U.S.; Matteson (IL); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement Savings Plans

Job summary

BMO U.S. is seeking a customer-focused professional to deliver exceptional service and identify opportunities through needs-based assessments, guiding customers to the best financial solutions. The role involves engagement across branches and channels to meet business goals and strengthen relationships.

Responsibilities include advising on everyday banking, lending, and investments, while ensuring compliance, risk management, and a personal, high-quality customer experience.

Qualifications

• Typically 2-3 years of relevant experience and post-secondary degree desirable or an equivalent combination of education and experience.
• Experience in financial services is an asset.
• Strong interpersonal, communication, and problem-solving skills.
• Ability to work across branches and channels.

Responsibilities

• Engage existing customers and prospects with needs-based assessments to grow loyalty.
• Recommend tailored financial solutions across banking and lending products.
• Provide guidance on digital/self-serve options and improve customer experience.
• Ensure compliance with legal and regulatory requirements and risk guidelines.
• Contribute to team-based goals and community relationship-building.

Skills

Customer needs assessment

Verbal & written communication skills

Analytical and problem solving skills

Collaboration & team skills

Listening aptitude

Education

Post-secondary degree in related field

Lending qualifications and designations

Job description

BMO U.S. is seeking a customer-focused professional to deliver exceptional service and identify opportunities through needs-based assessments, guiding customers to the best financial solutions. The role involves engagement across branches and channels to meet business goals and strengthen relationships.

Responsibilities include advising on everyday banking, lending, and investments, while ensuring compliance, risk management, and a personal, high-quality customer experience.