Personal Banking & Lending Advisor

BMO U.S.; Machesney Park (IL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is hiring a customer-focused banking professional in the United States to deliver exceptional service and identify customers’ financial needs. You will assess, advise, and guide clients toward suitable everyday banking, lending, and investment solutions while maintaining strict compliance and privacy.

You will collaborate with branch teams and channels to drive sales and service goals, engage in risk-aware lending, and contribute to a positive customer experience across

Qualifications

• Experience in customer service or sales roles.
• Familiar with banking products and lending.
• Ability to meet sales and service goals.

Responsibilities

• Engage customers to complete needs assessments that identify financial solutions.
• Provide tailored financial guidance on everyday banking, lending, home financing, and investments.
• Build new relationships and grow BMO’s business through proactive outreach.

Skills

Needs assessment

Customer engagement

Consultative selling

Relationship building

Communication skills

Education

Post-secondary degree

Job description

BMO Financial Group is hiring a customer-focused banking professional in the United States to deliver exceptional service and identify customers’ financial needs. You will assess, advise, and guide clients toward suitable everyday banking, lending, and investment solutions while maintaining strict compliance and privacy.

You will collaborate with branch teams and channels to drive sales and service goals, engage in risk-aware lending, and contribute to a positive customer experience across