Personal Banking & Lending Advisor

BMO; Oakland (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in Oakland, CA for a Banking Sales & Service role focused on delivering exceptional customer experiences. The role involves needs-based assessments, advising on financial solutions, and guiding customers through digital options to simplify banking.

It emphasizes risk compliance, relationship growth, and collaboration across branches. The position requires a post-secondary degree with 2–3 years of relevant experience.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.

Responsibilities

• Proactively engages with existing customers and prospects to grow loyalty and identify opportunities.
• Identifies customer needs and provides advice on financial solutions suitable for each client.
• Guides customers through digital and self-serve options to simplify banking
• Maintains risk and compliance in lending processes and data accuracy.

Skills

Customer service

Sales skills

Credit assessment

Communication

Education

Post-secondary degree

Lending qualifications

Job description

BMO Financial Group is hiring in Oakland, CA for a Banking Sales & Service role focused on delivering exceptional customer experiences. The role involves needs-based assessments, advising on financial solutions, and guiding customers through digital options to simplify banking.

It emphasizes risk compliance, relationship growth, and collaboration across branches. The position requires a post-secondary degree with 2–3 years of relevant experience.