Personal Banking & Lending Advisor

BMO U.S.; Prescott (AZ); 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 Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service and advise on financial solutions that meet customer needs. You will engage existing customers and prospects, perform needs assessments, and guide clients through everyday banking, lending, home financing, and small business solutions across channels.

In this role you will follow risk and compliance requirements, build relationships in the community, and work with branch and

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field is desirable
• Appropriate lending qualifications and designations
• Verbal & written communication skills - Good
• Experience in financial services is an asset

Responsibilities

• Delivers exceptional service to customers and prospects and provides needs-based assessments to grow loyalty
• Engages customers to identify financial solutions across banking channels including everyday banking, lending, home financing, and small business solutions
• Offers guidance on digital and self-serve options to simplify banking
• Works with branch and partners to grow the business and protect assets
• Follows risk and regulatory requirements and ensures accurate lending recommendations and data entry

Skills

Customer service

Needs assessment

Sales oriented

Lending knowledge

Communication

Team collaboration

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service and advise on financial solutions that meet customer needs. You will engage existing customers and prospects, perform needs assessments, and guide clients through everyday banking, lending, home financing, and small business solutions across channels.

In this role you will follow risk and compliance requirements, build relationships in the community, and work with branch and