Personal Banking Advisor & Home Financing Specialist

BMO U.S.; Tahoe City (CA); On-site; USD 43,000 - 75,000; 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 banking professional to deliver tailored financial solutions and guidance across multiple channels. You will grow relationships with existing customers and new prospects while prioritizing risk controls and regulatory compliance.

The role emphasizes needs-based assessments, solution selling, and collaboration with partners to deliver an exceptional customer experience while supporting branch objectives and compliance standards.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree.
• Canada only: Registration to sell investment products completed.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.

Responsibilities

• Proactively engages with existing customers and prospects to grow loyalty and opportunities.
• Gathers needs assessments and recommends tailored financial solutions.
• Advices on digital and self-serve options to streamline banking.
• Takes initiatives to build relationships across branches and channels.
• Ensures compliance with lending policies and risk requirements.

Skills

Needs-based assessments

Consultative selling

Cross-functional collaboration

Risk awareness

Customer relationship

Education

Post-secondary degree in related field

Lending qualifications and designations

Tools

CRM software

Credit analysis tools

Job description

BMO Financial Group is seeking a banking professional to deliver tailored financial solutions and guidance across multiple channels. You will grow relationships with existing customers and new prospects while prioritizing risk controls and regulatory compliance.

The role emphasizes needs-based assessments, solution selling, and collaboration with partners to deliver an exceptional customer experience while supporting branch objectives and compliance standards.