Personal Banking & Lending Advisor

BMO U.S.; Edina (MN); In loco; USD 43.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descrizione del lavoro

BMO Financial Group in the United States is seeking a customer-focused Banking Advisor to deliver exceptional service, assess customer needs, and guide them toward personal banking, lending, and investment solutions across channels. You will work with branch teams and partners to achieve business goals.

The role emphasizes needs-based engagement, proactive outreach, and adherence to regulatory and credit policies while delivering a personalized banking experience.

Competenze

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations could be required.
• Experience in financial services is an asset.

Mansioni

• Identifies customer needs and provides advice on financial solutions.
• Engages with customers to grow loyalty and identify opportunities across channels.
• Provides guidance on digital and self-serve options to simplify banking.

Conoscenze

Customer service

Sales experience

Communication skills

Financial services knowledge

Relationship building

Problem solving

Collaboration

Formazione

Post-secondary degree in related field

Descrizione del lavoro

BMO Financial Group in the United States is seeking a customer-focused Banking Advisor to deliver exceptional service, assess customer needs, and guide them toward personal banking, lending, and investment solutions across channels. You will work with branch teams and partners to achieve business goals.

The role emphasizes needs-based engagement, proactive outreach, and adherence to regulatory and credit policies while delivering a personalized banking experience.