Personal Banking & Lending Advisor

BMO Harris Bank; Gilbert (AZ); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plans

Job summary

BMO Financial Group in the United States is seeking a branch-based associate to deliver exceptional service, assess customer needs, and advise on financial solutions across banking and lending products.

The role requires a consultative sales mindset, familiarity with retail banking and a collaborative approach within the branch and with partners. Compliance and risk awareness are essential, with opportunities to grow within a sales-driven environment.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree desirable.
• Registration to sell investment products completed (Canada only).
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident with social media, tablets, smartphones, online tools and apps.
• Experience in a consultative customer service or sales role with a focus on personal customer experience.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Lead needs assessments for loyalty growth and opportunities.
• Promote digital and self-serve options to streamline banking.
• Support customer transactions and service requests.
• Build new relationships within the community and across channels.

Skills

Needs-based selling

Customer service

Sales experience

Financial services

Digital tools

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group in the United States is seeking a branch-based associate to deliver exceptional service, assess customer needs, and advise on financial solutions across banking and lending products.

The role requires a consultative sales mindset, familiarity with retail banking and a collaborative approach within the branch and with partners. Compliance and risk awareness are essential, with opportunities to grow within a sales-driven environment.