Personal Banking & Lending Advisor

Bank of Montreal; Janesville (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) in Janesville, WI, is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and small business products.

You will engage existing customers and prospects, conduct needs assessments, and tailor solutions while promoting digital self-serve options. Compliance, teamwork, and a customer-first mindset are essential in this role.

Qualifications

• 2-3 years of relevant experience and a post-secondary degree desirable.
• Canada only: Registration to sell investment products completed – as appropriate for the jurisdiction.
• Experience in financial services is an asset.
• Consultative customer service or sales background.

Responsibilities

• Deliver exceptional service and identify customer needs.
• Provide needs-based assessments and tailored financial solutions.
• Engage with customers to grow relationships and appointments.
• Ensure compliance with legal and regulatory requirements and lending policies.
• Collaborate with branch teams and partners to deliver the customer experience.

Skills

Sales experience

Customer service

Communication skills

Financial products

Team collaboration

Education

Post-secondary degree

Tools

CRM systems

Mobile devices

Online tools

Job description

Bank of Montreal (BMO) in Janesville, WI, is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and small business products.

You will engage existing customers and prospects, conduct needs assessments, and tailor solutions while promoting digital self-serve options. Compliance, teamwork, and a customer-first mindset are essential in this role.