Personal Banking & Lending Advisor

BMO; Lake Oswego (OR); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional who delivers exceptional service, identifies customer needs, and guides customers toward financial solutions across everyday banking, lending, and investment options.

You will engage existing customers and prospects, conduct needs assessments, promote digital self-serve tools, and collaborate with branch teammates to meet sales and service goals while ensuring compliance and accurate data entry.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree desirable.
• Lending knowledge and financial services experience is an asset.
• Excellent communication and relationship-building abilities.
• Ability to handle inquiries and process transactions accurately.

Responsibilities

• Takes a lead in engaging with existing customers and prospects by providing needs-based assessments.
• Recommends tailored financial solutions across banking channels.
• Guides clients to use digital and self-serve options to simplify banking.
• Builds new relationships within the community and grows business.
• Ensures compliance with risk, privacy, and regulatory requirements.

Skills

Analytical and problem solving skills

Strong interpersonal skills

Collaboration & teamwork

Verbal & written communication skills

Organization skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional who delivers exceptional service, identifies customer needs, and guides customers toward financial solutions across everyday banking, lending, and investment options.

You will engage existing customers and prospects, conduct needs assessments, promote digital self-serve tools, and collaborate with branch teammates to meet sales and service goals while ensuring compliance and accurate data entry.