Personal Banking & Lending Advisor

BMO U.S.; Richfield (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

Performance-based incentives

Job summary

BMO Financial Group in the United States seeks a customer-focused banking professional to deliver exceptional service and guidance on financial solutions across everyday banking, lending, and small business needs.

You will engage with customers, complete needs assessments, and collaborate with branch teams to drive loyalty and revenue while adhering to risk and regulatory requirements.

Qualifications

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advised financial solutions.
• Experience in consultative sales and relationship building.
• Strong communication and problem-solving abilities.
• Knowledge of personal banking products and lending solutions.

Responsibilities

• Engage customers to assess needs and promote banking solutions.
• Provide needs-based assessments to grow loyalty and opportunities.
• Coordinate with branch and partners to deliver desired customer experience.
• Ensure compliance with lending policies and regulatory requirements.
• Maintain accurate data entry and documentation for lending applications.

Skills

Customer service

Needs-based assessments

Sales orientation

Communication

Interpersonal skills

Problem solving

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group in the United States seeks a customer-focused banking professional to deliver exceptional service and guidance on financial solutions across everyday banking, lending, and small business needs.

You will engage with customers, complete needs assessments, and collaborate with branch teams to drive loyalty and revenue while adhering to risk and regulatory requirements.