Personal Banking & Lending Advisor

Hispanic Alliance for Career Enhancement; Anthony, NM (NM); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Anthony, NM, is seeking a branch-based advisor to deliver exceptional service and assess customer needs. You will identify financial solutions across everyday banking, lending, home financing, and small business products, guiding clients to digital options while maintaining compliance.

The role emphasizes building relationships, proactive engagement, and delivering a personal customer experience in a collaborative team environment.

Qualifications

• Strong interpersonal skills and ability to build rapport with customers.
• Analytical and problem-solving abilities applied to financial needs.
• Excellent verbal and written communication for varied channels.

Responsibilities

• Deliver exceptional service at the Anthony branch and assist customers with needs-based assessments.
• Identify financial solutions in everyday banking, lending, and small business needs.
• Guide customers to digital/self-serve options and convenient channels.
• Assist with risk/compliance processes and accurate data entry for lending.
• Develop new relationships and appointments within the community.

Skills

Interpersonal skills

Analytical skills

Problem solving

Communication skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Anthony, NM, is seeking a branch-based advisor to deliver exceptional service and assess customer needs. You will identify financial solutions across everyday banking, lending, home financing, and small business products, guiding clients to digital options while maintaining compliance.

The role emphasizes building relationships, proactive engagement, and delivering a personal customer experience in a collaborative team environment.