Personal Banking Advisor — Lending & Solutions

BMO Harris Bank; Prescott (AZ); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in the United States (Arizona) for a Retail Banking Sales & Service role. The successful candidate will provide exceptional customer service, perform needs-based assessments, and guide clients toward the best financial solutions including banking, lending, and investments.

Training and collaboration with branch teams enable a tailored, personal customer experience. The role emphasizes risk-aware advisory, digital channel guidance, and building relationships within

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent experience.
• Ability to understand and address personal banking and credit needs with solutions.
• Experience in financial services is an asset.

Responsibilities

• Deliver exceptional service to customers and prospects, identifying needs and advising on financial solutions.
• Engage customers to complete needs assessments and recommend tailored solutions (banking, lending, investments).
• Promote digital/self-serve options to simplify banking and enhance customer experience.
• Support customer transactions and contribute to community relationship building.
• Ensure compliance with legal and regulatory requirements and maintain data accuracy.

Skills

Customer service

Sales oriented

Needs-based assessment

Communication skills

Collaborative working

Financial solutions knowledge

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group is hiring in the United States (Arizona) for a Retail Banking Sales & Service role. The successful candidate will provide exceptional customer service, perform needs-based assessments, and guide clients toward the best financial solutions including banking, lending, and investments.

Training and collaboration with branch teams enable a tailored, personal customer experience. The role emphasizes risk-aware advisory, digital channel guidance, and building relationships within