Personal Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Mesa, AZ invites you to join as a customer advisor delivering exceptional service, identifying customer needs and guiding them to financial solutions across everyday banking, lending, and investments.

You will work with branch teams and partners, perform needs assessments, promote digital tools, ensure compliance, and contribute to the bank's growth while protecting customer assets.

Qualifications

• Typically 2–3 years of relevant experience; post-secondary degree desirable.
• Knowledge of personal banking products and lending solutions is helpful.
• Strong communication, problem solving, and ability to build rapport with customers.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Offer tailored financial solutions across banking, lending, and investments.
• Guide customers to use digital and self-serve options for convenience.
• Ensure accurate data entry and lending recommendations in compliance with policies.
• Collaborate with branch teams and BMO partners to deliver an optimal customer experience.
• Identify and report suspicious activity and adhere to risk management guidelines.

Skills

Needs-based assessments

Customer relationship building

Cross-channel collaboration

Financial advisory

Regulatory compliance

Education

Post-secondary degree

Job description

BMO Financial Group in Mesa, AZ invites you to join as a customer advisor delivering exceptional service, identifying customer needs and guiding them to financial solutions across everyday banking, lending, and investments.

You will work with branch teams and partners, perform needs assessments, promote digital tools, ensure compliance, and contribute to the bank's growth while protecting customer assets.