Personal Banking & Lending Advisor

BMO U.S.; Racine (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO U.S. in Racine, Wisconsin, is seeking a banking professional to deliver exceptional service in Retail Banking Sales & Service.

The role involves identifying customer needs, providing advice on everyday banking, lending and investment options, and guiding clients through digital channels for a quick, simple experience. The position emphasizes needs-based assessments, relationship building in the community, and collaboration with branch teams to meet business goals while adhering to risk and

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field.
• U.S. only: Federal registration with the NMLS required.
• Criminal background and credit history evaluation will be required.
• Knowledge of personal banking, lending products and regulatory considerations.

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying needs and providing guidance on financial solutions.
• Proactively engage with customers to grow loyalty and identify immediate/future opportunities.
• Advise on digital/self-serve options and tailor solutions across banking, lending, investments and small business.
• Maintain compliance with risk, legal and regulatory requirements in all activities.

Skills

Customer service

Sales skills

Communication skills

Team collaboration

Analytical skills

Listening ability

Education

Post-secondary degree

Job description

BMO U.S. in Racine, Wisconsin, is seeking a banking professional to deliver exceptional service in Retail Banking Sales & Service.

The role involves identifying customer needs, providing advice on everyday banking, lending and investment options, and guiding clients through digital channels for a quick, simple experience. The position emphasizes needs-based assessments, relationship building in the community, and collaboration with branch teams to meet business goals while adhering to risk and