Personal Banking & Lending Advisor

Talentify; Niwot (CO); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused banking professional at the Niwot branch to deliver exceptional service and tailor financial solutions for customers. You will identify needs, provide guidance on lending and everyday banking options, and work with partners to meet branch goals.

The role involves engaging customers, promoting digital tools, and ensuring accurate data entry while adhering to regulatory requirements. Salary ranges and benefits vary by location.

Qualifications

• Experience in financial services or banking is preferred.
• Strong interpersonal and communication skills required.
• Ability to assess customer needs and tailor financial solutions.

Responsibilities

• Identify customer needs and provide advice on financial solutions.
• Engage customers to complete needs assessments and build relationships.
• Promote digital and self-serve options to simplify banking for customers.
• Process transactions and support branch operations with accuracy.
• Ensure compliance with regulatory requirements and lending policies.

Skills

Customer service

Sales

Lending

Credit analysis

Financial guidance

Education

Post-secondary degree

Tools

CRM software

Job description

BMO Financial Group is seeking a customer-focused banking professional at the Niwot branch to deliver exceptional service and tailor financial solutions for customers. You will identify needs, provide guidance on lending and everyday banking options, and work with partners to meet branch goals.

The role involves engaging customers, promoting digital tools, and ensuring accurate data entry while adhering to regulatory requirements. Salary ranges and benefits vary by location.