Personal Banking Advisor: Lending & Growth

BMO U.S.; West Bend (WI); 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 the United States seeks a customer-focused professional to deliver exceptional service, assess needs, and advise on financial solutions across everyday banking, lending, and investments.

You will collaborate with branch teams and partners to provide a seamless customer experience, uphold regulatory compliance, and identify opportunities while building long-term relationships in the community with a flexible schedule across multiple branches.

Qualifications

• 2–3 years of relevant experience in customer service or sales.
• Post-secondary degree desirable or equivalent experience.
• Knowledge of retail banking products is a plus.

Responsibilities

• Provide needs-based assessments to identify financial solutions.
• Advise on everyday banking, lending, and investments when appropriate.
• Engage customers to grow the bank's business and relationships.
• Ensure compliance with legal and regulatory requirements.
• Collaborate with branch teams and partners across channels.

Skills

Needs-based selling

Customer service

Interpersonal skills

Communication

Problem solving

Team collaboration

Education

Post-secondary degree

Tools

Tablets & Smartphones

Job description

BMO Financial Group in the United States seeks a customer-focused professional to deliver exceptional service, assess needs, and advise on financial solutions across everyday banking, lending, and investments.

You will collaborate with branch teams and partners to provide a seamless customer experience, uphold regulatory compliance, and identify opportunities while building long-term relationships in the community with a flexible schedule across multiple branches.