Personal Banking Advisor & Lending Specialist

BMO U.S.; Manteca (CA); On-site; USD 42,000 - 69,000; 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 customer-focused advisor to deliver exceptional service to customers and prospects, identifying needs and recommending tailored financial solutions across banking, lending, and investments. The role emphasizes proactive customer engagement, collaborative teamwork, and growth through new relationships within the community.

You will guide clients on digital options, handle lending recommendations, and ensure compliance with regulatory requirements while maintaining

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Experience in financial services is an asset.
• Verbal & written communication skills are good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.
• Engages customers to complete needs assessments and tailor solutions addressing sales and service needs.
• Offers guidance on digital and self-serve options to make banking easy and fast.
• Works collaboratively within the branch and with partners to deliver the desired customer experience.
• Takes the initiative to grow BMO’s business by generating appointments and building relationships within the community.
• Ensures compliance with legal and regulatory requirements and lending policies.

Skills

Needs-based assessments

Sales & service orientation

Interpersonal skills

Communication skills

Education

Post-secondary degree

Tools

Social media familiarity

Tablets & mobile devices

Job description

BMO Financial Group is seeking a customer-focused advisor to deliver exceptional service to customers and prospects, identifying needs and recommending tailored financial solutions across banking, lending, and investments. The role emphasizes proactive customer engagement, collaborative teamwork, and growth through new relationships within the community.

You will guide clients on digital options, handle lending recommendations, and ensure compliance with regulatory requirements while maintaining