Personal Banking & Lending Advisor

BMO U.S.; Plymouth (MN); 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 Financial Group is seeking a customer-focused advisor in Minnesota to deliver exceptional service and guidance on financial solutions that fit the customer’s needs. You will engage with existing customers and prospects, assess needs, and tailor recommendations across everyday banking, lending, investments, and small business solutions.

The role emphasizes digital banking guidance, risk-aware lending practices, and teamwork within a multi-channel environment to achieve business objectives and

Qualifications

• Typically 2–3 years of relevant experience or equivalent education.
• Knowledge of personal and small business banking and solutions.
• Ability to advise on digital/self-serve options while delivering personal service.

Responsibilities

• Provide needs-based assessments to grow loyalty and opportunities.
• Engage customers to identify financial solutions and channels.
• Offer guidance on digital banking options and services.
• Process customer transactions and support branch goals.
• Ensure compliance with regulatory policies and lending processes.
• Collaborate with branch teammates and partners to improve customer experience.

Skills

Needs-based assessments

Sales and service

Customer relationship building

Financial solutions advisory

Digital banking guidance

Regulatory/compliance awareness

Collaborative teamwork

Communication skills

Education

Post-secondary degree in related field

Tools

CRM systems

Banking software

Online banking tools

Job description

BMO Financial Group is seeking a customer-focused advisor in Minnesota to deliver exceptional service and guidance on financial solutions that fit the customer’s needs. You will engage with existing customers and prospects, assess needs, and tailor recommendations across everyday banking, lending, investments, and small business solutions.

The role emphasizes digital banking guidance, risk-aware lending practices, and teamwork within a multi-channel environment to achieve business objectives and