Personal Banking & Lending Advisor

BMO U.S.; Napa (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused banking professional in the United States to deliver financial guidance and proactive service across branches and channels. The role emphasizes needs-based assessments, cross-selling lending, everyday banking, and retail investments while guiding clients to digital options for easy, fast banking.

You will collaborate with branch colleagues to grow relationships and meet business goals, with flexible scheduling across locations.

Qualifications

• 2-3 years of relevant experience in financial services.
• Appropriate lending qualifications and designations.
• Strong interpersonal and communication skills; problem solving and listening abilities.

Responsibilities

• Engages customers to assess needs and recommend financial solutions.
• Advises on digital and self-serve options to streamline banking.
• Proactively grows relationships by generating appointments and referrals.
• Ensures compliance with regulatory requirements and lending policies.

Skills

Needs-based selling

Customer service

Financial guidance

Lending knowledge

Interpersonal skills

Team collaboration

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a customer-focused banking professional in the United States to deliver financial guidance and proactive service across branches and channels. The role emphasizes needs-based assessments, cross-selling lending, everyday banking, and retail investments while guiding clients to digital options for easy, fast banking.

You will collaborate with branch colleagues to grow relationships and meet business goals, with flexible scheduling across locations.