Personal Banking & Lending Advisor

BMO U.S.; Avon (IN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused banking professional to deliver exceptional service and tailor financial solutions for customers and prospects. The role involves needs-based assessments, proactive outreach, and collaboration with branch teams to grow loyalty and cross-sell banking products.

The position emphasizes advisory conversations, risk awareness, and compliant lending practices across consumer and small business needs, with opportunities to support digital and in-branch

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent
• Canada only: Registration to sell investment products completed
• Appropriate lending qualifications and designations
• Experience in financial services is an asset
• Confident with social media, tablets, and online tools

Responsibilities

• Delivers exceptional service to customers and prospects
• Identifies customer needs and provides advice on financial solutions
• Engages customers to complete needs assessments and recommends tailored solutions
• Makes credit recommendations for personal lending transactions
• Ensures compliance with legal and regulatory requirements

Skills

Needs-based assessments

Consultative selling

Relationship building

Cross-functional collaboration

Digital banking knowledge

Education

Post-secondary degree

Financial services training

Job description

BMO Financial Group is seeking a customer-focused banking professional to deliver exceptional service and tailor financial solutions for customers and prospects. The role involves needs-based assessments, proactive outreach, and collaboration with branch teams to grow loyalty and cross-sell banking products.

The position emphasizes advisory conversations, risk awareness, and compliant lending practices across consumer and small business needs, with opportunities to support digital and in-branch