Personal Banking & Lending Advisor

BMO U.S.; Denver (CO); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Performance-based incentives

Job summary

Bear Valley branch of BMO Financial Group is seeking a customer-focused professional to deliver exceptional service, assess needs, and provide guidance on financial solutions aligned with customers' best interests. This role involves engaging existing customers and prospects, promoting banking channels and lending products, while ensuring compliance with regulatory requirements and risk policies.

You will collaborate across branches and with partners to deliver a superior customer experience and

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects by identifying needs and offering tailored financial solutions.
• Engages customers to complete needs assessments and recommend solutions across everyday banking, investments, lending, and home financing.
• Promotes digital and self-serve options to make banking easy, fast, and accessible.
• Supports customer transactions and grows business by building relationships within the community.

Skills

Customer service

Needs assessment

Sales orientation

Communication skills

Problem solving

Team collaboration

Education

Post-secondary degree (desirable)

Job description

Bear Valley branch of BMO Financial Group is seeking a customer-focused professional to deliver exceptional service, assess needs, and provide guidance on financial solutions aligned with customers' best interests. This role involves engaging existing customers and prospects, promoting banking channels and lending products, while ensuring compliance with regulatory requirements and risk policies.

You will collaborate across branches and with partners to deliver a superior customer experience and