Personal Banking & Lending Advisor

BMO; Reno (NV); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO in Reno, NV is seeking a Customer Service & Sales Associate in Retail Banking. You will deliver tailored financial advice, assess customer needs, and guide clients through everyday banking, lending, and investment options while collaborating with branch teammates.

The role emphasizes a personal customer experience, compliance with regulations, and growth of customer relationships through needs-based conversations and digital options. Salary ranges posted reflect market practices.

Qualifications

• Typically 2–3 years of relevant experience in financial services or sales.
• Post-secondary degree or equivalent combination of education and experience.
• Working knowledge of personal banking products and lending solutions.

Responsibilities

• Deliver needs-based assessments to identify financial solutions for customers.
• Advise on everyday banking, lending, and small business solutions.
• Promote digital and self-serve options to simplify banking.
• Maintain accurate data entry and comply with lending policies and regulations.

Skills

Customer service

Sales

Communication

Interpersonal skills

Teamwork

Education

Post-secondary degree in related field

Job description

BMO in Reno, NV is seeking a Customer Service & Sales Associate in Retail Banking. You will deliver tailored financial advice, assess customer needs, and guide clients through everyday banking, lending, and investment options while collaborating with branch teammates.

The role emphasizes a personal customer experience, compliance with regulations, and growth of customer relationships through needs-based conversations and digital options. Salary ranges posted reflect market practices.