Personal Banking Advisor & Home Lending Specialist

BMO U.S.; Racine (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 Racine, Wisconsin, is seeking a customer-focused banking professional to deliver tailored financial solutions and exceptional service. You will identify needs, guide clients through lending and everyday banking options, and collaborate with partners to enhance the customer experience.

The role emphasizes relationship-building, compliance with regulations, and proactive outreach to grow business within the community.

Qualifications

• Typically 2–3 years of relevant experience and a related post-secondary degree.
• Knowledge of personal and small business needs and banking solutions.
• Experience in customer service or sales and in a regulated financial environment.

Responsibilities

• Provide needs-based assessments and advice on financial solutions.
• Engage customers to grow loyalty and identify opportunities.
• Promote digital and self-serve options to simplify banking.
• Process and troubleshoot lending and credit applications in compliance.
• Collaborate with branch and partners to deliver customer-centric outcomes.
• Maintain accurate data entry and adhere to regulatory requirements.
• Build relationships and schedule appointments within the community.

Skills

Customer service

Sales consultative

Financial solutions

Interpersonal skills

Problem solving

Communication (verbal)

Attention to detail

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Racine, Wisconsin, is seeking a customer-focused banking professional to deliver tailored financial solutions and exceptional service. You will identify needs, guide clients through lending and everyday banking options, and collaborate with partners to enhance the customer experience.

The role emphasizes relationship-building, compliance with regulations, and proactive outreach to grow business within the community.