Personal Banking & Lending Advisor

BMO; Manhattan (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused Financial Solutions Advisor to identify customer needs and guide them to banking, lending, and investment options across channels.

You will engage customers, grow loyalty, and work with branch teams to deliver a personalized experience while following regulatory requirements and internal policies. The role may involve travel between branches and flexible hours with a competitive salary and benefits.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Identify customer needs and provide advice on financial solutions that best fit the customer.
• Engage with customers to complete needs assessments and grow loyalty.
• Collaborate with branch and partners to deliver optimal customer experience.
• Ensure compliance with regulatory requirements and lending policies.

Skills

Needs-based selling

Relationship building

Communication skills

Collaborative teamwork

Problem solving

Education

Post-secondary degree

Tools

CRM software

Job description

BMO Financial Group is seeking a customer-focused Financial Solutions Advisor to identify customer needs and guide them to banking, lending, and investment options across channels.

You will engage customers, grow loyalty, and work with branch teams to deliver a personalized experience while following regulatory requirements and internal policies. The role may involve travel between branches and flexible hours with a competitive salary and benefits.