Personal Banking & Lending Advisor

BMO U.S.; Bakersfield (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a Customer Banking Advisor to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions across everyday banking, lending, and investments.

You will engage with customers to grow relationships, complete needs assessments, and collaborate with branch partners to meet business objectives while upholding risk and regulatory standards.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable.
• Experience in financial services is an asset.
• Appropriate lending qualifications and designations.

Responsibilities

• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Recommends tailored solutions addressing sales and service needs.
• Promotes digital and self-serve options to simplify banking.
• Maintains risk/compliance standards and supports branch collaboration.

Skills

Sales

Consultative selling

Customer service

Financial products knowledge

Interpersonal skills

Risk awareness

Education

Post-secondary degree in related field

Tools

CRM systems

Digital banking tools

Job description

BMO Financial Group in the United States is seeking a Customer Banking Advisor to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions across everyday banking, lending, and investments.

You will engage with customers to grow relationships, complete needs assessments, and collaborate with branch partners to meet business objectives while upholding risk and regulatory standards.