Personal Banking & Lending Advisor

Bank of Montreal; Appleton (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

Bank of Montreal (BMO) is seeking a customer-focused professional to deliver exceptional service, identify client needs, and advise on financial solutions across everyday banking, lending, and investments. You will engage with customers and prospects to grow loyalty, schedule appointments, and nurture community relationships while ensuring compliance and risk controls are followed.

The role emphasizes personal banking expertise, effective communication, and the ability to tailor solutions across

Qualifications

• Proven ability to assess personal banking needs and recommend tailored financial solutions.
• Experience in consultative sales and delivering personal customer experiences.
• Familiarity with retail investments, lending products and digital banking options.
• Ability to comply with legal and regulatory requirements while processing lending applications.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide guidance on financial solutions.
• Lead needs-based assessments to grow loyalty and opportunities.
• Engage customers to schedule appointments and build relationships within the community.
• Process lending applications in line with risk management and policies.
• Support risk and compliance processes to safeguard assets.

Skills

Needs assessment

Customer engagement

Cross-channel collaboration

Sales and service mindset

Financial advisory

Risk awareness

Regulatory compliance

Education

Post-secondary degree in related field

Lending qualifications and designations

Job description

Bank of Montreal (BMO) is seeking a customer-focused professional to deliver exceptional service, identify client needs, and advise on financial solutions across everyday banking, lending, and investments. You will engage with customers and prospects to grow loyalty, schedule appointments, and nurture community relationships while ensuring compliance and risk controls are followed.

The role emphasizes personal banking expertise, effective communication, and the ability to tailor solutions across