Personal Banking & Lending Advisor

BMO U.S.; Prescott (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group in the United States seeks a customer-focused adviser to deliver tailored financial guidance, assess needs, and promote suitable solutions across everyday banking, lending, home financing, and business products. You will collaborate with branch teams and partners to enhance the customer experience and foster growth.

The role emphasizes proactive engagement, relationship building in the community, and adherence to risk and regulatory standards.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Lending qualifications and designations are a plus.
• Familiarity with personal banking products, retail investments, and lending solutions.

Responsibilities

• Deliver needs-based assessments to identify financial solutions and grow loyalty.
• Engage customers to complete needs assessments and tailor solutions across everyday banking, lending, and investments.
• Provide guidance on digital and self-serve options to simplify banking.
• Cultivate relationships through community engagement and appointments.
• Ensure compliance with regulatory requirements and risk management frameworks.

Skills

Needs-based assessments

Relationship building

Sales orientation

Communication skills

Team collaboration

Digital banking guidance

Education

Post-secondary degree in related field

Job description

BMO Financial Group in the United States seeks a customer-focused adviser to deliver tailored financial guidance, assess needs, and promote suitable solutions across everyday banking, lending, home financing, and business products. You will collaborate with branch teams and partners to enhance the customer experience and foster growth.

The role emphasizes proactive engagement, relationship building in the community, and adherence to risk and regulatory standards.