Personal Banking & Lending Advisor

BMO Harris Bank; Oshkosh (WI); On-site; USD 42,000 - 66,000; 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 customer-focused banking professional in the United States to deliver exceptional service and guidance on financial solutions across branches and channels. You will engage with customers, assess needs, and propose personalized lending and banking options to strengthen relationships and drive results.

Responsibilities include helping customers with everyday banking, loans, and investments while ensuring compliance and accurate data entry.

Qualifications

• 2-3 years of relevant experience and post-secondary degree in related field desirable or equivalent experience.

Responsibilities

• Proactively engage with customers to assess needs and identify opportunities.
• Provide tailored financial solutions and guidance across channels.
• Advise on digital/self-serve options and assist with transactions.
• Ensure compliance with lending policies and regulatory requirements.
• Collaborate with branch and market teams to grow business.

Skills

Customer service

Lending knowledge

Financial guidance

Relationship building

Education

Post-secondary degree

Lending qualifications/designations

Job description

BMO Harris Bank is seeking a customer-focused banking professional in the United States to deliver exceptional service and guidance on financial solutions across branches and channels. You will engage with customers, assess needs, and propose personalized lending and banking options to strengthen relationships and drive results.

Responsibilities include helping customers with everyday banking, loans, and investments while ensuring compliance and accurate data entry.