Personal Banking & Lending Advisor

BMO U.S.; Calumet City (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO U.S. in Illinois is seeking a customer-focused banker who delivers exceptional service by identifying customer needs and offering tailored financial solutions across everyday banking, lending, and investments.

The role partners with branch and market teams to grow relationships, manage risk, and guide clients through digital tools while complying with regulatory requirements and delivering a personal, convenient banking experience.

Qualifications

• Experience delivering needs-based assessments to identify financial solutions.
• Strong customer service and interpersonal skills.
• Ability to advise on banking and lending products while meeting regulatory requirements.
• Familiarity with risk management and compliance processes.

Responsibilities

• Engage customers to grow relationships through proactive needs assessments.
• Provide tailored financial solutions across banking channels.
• Guide customers on digital and self-serve options to streamline banking.
• Support branch goals by delivering accurate data and service quality.

Skills

Needs-based assessments

Customer service excellence

Sales and advisory experience

Compliance and risk awareness

Education

Post-secondary degree in related field

Job description

BMO U.S. in Illinois is seeking a customer-focused banker who delivers exceptional service by identifying customer needs and offering tailored financial solutions across everyday banking, lending, and investments.

The role partners with branch and market teams to grow relationships, manage risk, and guide clients through digital tools while complying with regulatory requirements and delivering a personal, convenient banking experience.