Personal Banking & Lending Advisor

Hispanic Alliance for Career Enhancement; Barrington (IL); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Financial Services Representative in Barrington, IL to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and collaborate with branch teams to ensure a seamless customer experience while meeting sales and service goals.

The role emphasizes risk compliance, credit guidance, and building lasting relationships through thoughtful conversations, digital channels, and community engagement.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree desirable.
• Experience in financial services is an asset.
• Strong interpersonal and communication abilities across channels.
• Capability to analyze customer needs and deliver tailored financial solutions.

Responsibilities

• Proactively engage with customers and prospects to assess needs and grow loyalty.
• Recommend tailored banking solutions addressing sales and service needs.
• Guide clients to digital and self-serve options for convenience.
• Collaborate with branch teams and BMO partners to achieve business objectives.
• Ensure compliance with risk, lending policies, and regulatory requirements.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Analytical thinking

Team collaboration

Problem solving

Listening skills

Education

Post-secondary degree

Tools

CRM software

Online tools

Job description

BMO is seeking a Financial Services Representative in Barrington, IL to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and collaborate with branch teams to ensure a seamless customer experience while meeting sales and service goals.

The role emphasizes risk compliance, credit guidance, and building lasting relationships through thoughtful conversations, digital channels, and community engagement.