Financial Solutions Advisor - Personal Banking

BMO U.S.; Oshkosh (WI); 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

Job summary

BMO Financial Group in the United States seeks a customer-focused adviser to deliver tailored financial solutions, grow relationships, and guide clients through digital banking options. You will work within a collaborative branch and partner network to meet service and sales goals while upholding regulatory standards.

The role emphasizes needs-based assessments, personalized coaching, and a proactive approach to customer experience, balancing lending, deposits, and investments.

Qualifications

• Typically 2–3 years of relevant experience with a related post-secondary degree or equivalent.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business needs and solutions.
• Knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Familiar with social media, tablets, smartphones, online tools and applications.
• Experience in consultative customer service or sales with a personal approach.
• Commitment to helping customers and driving a personal experience.
• Result-oriented with strong teamwork and relationship focus.
• Self-starter with courage and confidence to approach customers.
• Willingness to collaborate in different capacities as part of a team.
• Strong interpersonal, listening, problem-solving and adaptable communication skills.
• Specialized knowledge; good verbal and written communication; organized and collaborative.
• Analytical and problem-solving skills with a proactive mindset.

Responsibilities

• Identifies customer needs and provides needs-based advice on financial solutions.
• Engages customers to grow loyalty and identify opportunities across channels.
• Recommends tailored solutions for everyday banking, lending, and investments.
• Promotes digital and self-serve options to simplify banking for clients.
• Maintains risk management and regulatory compliance in lending decisions.

Skills

Needs-based assessments

Relationship building

Consultative sales

Credit guidance

Regulatory compliance

Education

Post-secondary degree in related field

Registration to sell investment products Canada only

Tools

Social media platforms

Tablets

Smartphones

Online tools

Applications

Job description

BMO Financial Group in the United States seeks a customer-focused adviser to deliver tailored financial solutions, grow relationships, and guide clients through digital banking options. You will work within a collaborative branch and partner network to meet service and sales goals while upholding regulatory standards.

The role emphasizes needs-based assessments, personalized coaching, and a proactive approach to customer experience, balancing lending, deposits, and investments.