Personal Banking & Lending Advisor

BMO U.S.; Dinuba (CA); 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 professional to deliver exceptional service and guidance on financial solutions across various channels. You will engage customers, assess needs, and propose tailored banking, lending and investment options to support personal and small business goals.

The role requires a collaborative mindset, attention to regulatory requirements, and a commitment to protecting customers and assets while driving branch performance.

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.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects and identifies customer needs.
• Provides advice and guidance regarding financial solutions and lending products.
• Engages customers to grow BMO’s business and build relationships within the community.
• Analyzes issues and ensures accurate data entry and compliant lending recommendations.

Skills

Customer service

Sales experience

Financial products knowledge

Communication skills

Education

Post-secondary degree in related field

Tools

Social media

Job description

BMO U.S. is seeking a customer-focused professional to deliver exceptional service and guidance on financial solutions across various channels. You will engage customers, assess needs, and propose tailored banking, lending and investment options to support personal and small business goals.

The role requires a collaborative mindset, attention to regulatory requirements, and a commitment to protecting customers and assets while driving branch performance.