Personal Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Financial Group is seeking a Retail Banking Sales & Service professional in California to deliver exceptional service and consultative guidance. You will identify customer needs, offer tailored financial solutions, and grow relationships through needs-based assessments.

The role requires engaging customers across branches and channels, promoting digital options, and ensuring adherence to risk and regulatory requirements while supporting lending and everyday banking needs.

Qualifications

• 2–3 years of relevant experience and post-secondary degree desirable.
• U.S. location: Federal registration with the NMLS is required and compliance with the SAFÉ Act.
• Appropriate lending qualifications and designations.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice regarding financial solutions.
• Leads needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments and recommend tailored banking solutions.
• Supports transactions and promotes digital/self-serve options to improve convenience.
• Ensures compliance with risk management and lending policies.

Skills

Customer service

Sales

Communication

Relationship building

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Retail Banking Sales & Service professional in California to deliver exceptional service and consultative guidance. You will identify customer needs, offer tailored financial solutions, and grow relationships through needs-based assessments.

The role requires engaging customers across branches and channels, promoting digital options, and ensuring adherence to risk and regulatory requirements while supporting lending and everyday banking needs.