Personal Banking & Lending Advisor

BMO; Chicago (IL); 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 U.S. is seeking a customer-focused banking professional in Chicago to deliver exceptional service and identify financial solutions that fit each customer’s needs.

You will work across branches and channels to engage customers, grow relationships, and provide guidance on everyday banking, lending, and digital options. The role emphasizes needs-based assessments, collaboration with partners, and a commitment to compliance while delivering a warm, personalized customer experience aligned with

Qualifications

• 2-3 years of relevant experience or equivalent education
• Familiarity with retail banking products is a plus
• Knowledge of personal and small business banking needs

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and offers financial solutions.
• Proactively engages with customers to grow loyalty and opportunities.
• Lends guidance on personal and small business financial products.

Skills

Customer service

Sales

Communication

Needs-based assessment

Education

Post-secondary degree in related field

Job description

BMO U.S. is seeking a customer-focused banking professional in Chicago to deliver exceptional service and identify financial solutions that fit each customer’s needs.

You will work across branches and channels to engage customers, grow relationships, and provide guidance on everyday banking, lending, and digital options. The role emphasizes needs-based assessments, collaboration with partners, and a commitment to compliance while delivering a warm, personalized customer experience aligned with