Personal Banking & Lending Advisor

BMO Harris Bank; Midlothian (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 Harris Bank is seeking a Retail Banking Sales & Service professional in the United States. You will engage customers, perform needs-based assessments, and recommend tailored financial solutions across personal banking, lending, and small business needs.

The role emphasizes compliant advice, relationship-building, and delivery of a seamless banking experience. The position focuses on customer service, sales through various channels, and adherence to risk and regulatory requirements while

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree or equivalent.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Strong communication and listening skills; ability to analyze and solve problems.
• Compliance with regulatory requirements and risk policies.

Responsibilities

• Engage customers and prospects with needs-based assessments to grow loyalty.
• Identify financial solutions across banking channels and tailor recommendations.
• Advise on digital and self-serve options for convenient banking.
• Support customer transactions and build new relationships in the community.
• Address questions and ensure compliant lending recommendations and data entry.

Skills

Customer engagement

Needs-based assessment

Sales and service

Financial solutions knowledge

Consultative selling

Interpersonal skills

Problem solving

Risk awareness

Education

Post-secondary degree in related field

Tools

Social media

Job description

BMO Harris Bank is seeking a Retail Banking Sales & Service professional in the United States. You will engage customers, perform needs-based assessments, and recommend tailored financial solutions across personal banking, lending, and small business needs.

The role emphasizes compliant advice, relationship-building, and delivery of a seamless banking experience. The position focuses on customer service, sales through various channels, and adherence to risk and regulatory requirements while