Personal Banking Advisor & Lending Specialist

Bank N.A.; Chanhassen (MN); On-site; USD 42,000 - 62,000; Full time

Job summary

BMO is seeking a Retail Banking Sales & Service professional in Minnesota to deliver exceptional customer service and identify tailored financial solutions for clients. You will engage with customers across channels, assess needs, and promote appropriate banking options while maintaining strong compliance with policies.

The role involves building relationships, growing loyalty, and supporting branch objectives through proactive outreach and collaborative teamwork.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in related field desirable.
• Experience in financial services is an asset.
• Confident with social media, tablets, smartphones, online tools.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides tailored financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Builds new relationships and reaches out to generate appointments.
• Ensures compliance with risk, regulatory, and lending policies.

Skills

Customer service

Sales

Needs-based assessments

Relationship building

Education

Post-secondary degree in related field

Job description

BMO is seeking a Retail Banking Sales & Service professional in Minnesota to deliver exceptional customer service and identify tailored financial solutions for clients. You will engage with customers across channels, assess needs, and promote appropriate banking options while maintaining strong compliance with policies.

The role involves building relationships, growing loyalty, and supporting branch objectives through proactive outreach and collaborative teamwork.