Personal Banking & Lending Advisor

BMO U.S.; Kenosha (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service, assess customer needs, and provide guidance on financial solutions that are in customers’ best interests.

You will work across branches and channels, lead needs-based assessments, grow loyalty, and tailor everyday banking, lending, home financing, and small business solutions while ensuring compliance with policies.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable.
• Lending qualifications and designations preferred.
• Experience in financial services is an asset.
• Strong communication and interpersonal abilities are essential.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow loyalty and opportunities.
• Leads needs-based assessments and tailors solutions (banking, lending, home financing, small business).
• Ensures compliance with legal, regulatory, and risk policies.
• Acts as part of a collaborative branch and market team.

Skills

Interpersonal skills

Analytical skills

Communication skills

Organization skills

Team collaboration

Problem solving

Sales experience

Education

Post-secondary degree

Relevant experience

Tools

CRM tools

Job description

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service, assess customer needs, and provide guidance on financial solutions that are in customers’ best interests.

You will work across branches and channels, lead needs-based assessments, grow loyalty, and tailor everyday banking, lending, home financing, and small business solutions while ensuring compliance with policies.