Personal Banking Advisor & Financial Solutions

BMO U.S.; Reno (NV); On-site; USD 42,000 - 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 in Reno is seeking a customer-focused lending professional to deliver exceptional service, assess customer needs, and guide clients toward consumer loans and home financing options. You will work across branch networks and channels to provide tailored financial solutions while ensuring accuracy and regulatory compliance.

Your role emphasizes proactive engagement, relationship building, and a commitment to a positive customer experience in a dynamic banking environment.

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree in related field desirable.
• Experience in financial services is an asset.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice and guidance on financial solutions.
• Engage customers to grow BMO’s business and build new relationships within the community.
• Ensure accurate data entry and lending recommendations within policy and regulatory requirements.
• Take initiative to improve the customer experience and contribute to branch goals.

Skills

Needs-based assessments

Customer service

Consultative sales

Regulatory compliance

Relationship building

Education

Post-secondary degree in a related field

Tools

Mortgage licensing system knowledge

Job description

BMO Financial Group in Reno is seeking a customer-focused lending professional to deliver exceptional service, assess customer needs, and guide clients toward consumer loans and home financing options. You will work across branch networks and channels to provide tailored financial solutions while ensuring accuracy and regulatory compliance.

Your role emphasizes proactive engagement, relationship building, and a commitment to a positive customer experience in a dynamic banking environment.