Lending & Personal Banking Advisor

BMO U.S.; East Chicago (IN); 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 is seeking an experienced banking professional to provide needs-based guidance and financial solutions to customers and prospects. You will work across branches and channels to deliver a superior customer experience, identifying opportunities and growing relationships while ensuring regulatory compliance.

You will assess customer needs, advise on everyday banking, lending, and investment options, and promote digital self-serve tools to make banking easier and faster.

Qualifications

• 2–3 years of relevant experience or equivalent education and experience.

Responsibilities

• Lead in needs-based assessments to grow loyalty and opportunities.
• Engage customers to identify financial solutions and preferred channels.
• Advise on digital/self-serve options to simplify banking.
• Proactively engage customers to expand relationships and appointments.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Needs-based selling

Customer relationship building

Active listening

Financial solutions guidance

Communication skills

Education

Post-secondary degree in related field

Lending qualifications/designations

Job description

BMO Financial Group is seeking an experienced banking professional to provide needs-based guidance and financial solutions to customers and prospects. You will work across branches and channels to deliver a superior customer experience, identifying opportunities and growing relationships while ensuring regulatory compliance.

You will assess customer needs, advise on everyday banking, lending, and investment options, and promote digital self-serve tools to make banking easier and faster.