Personal Banking & Lending Advisor

BMO Financial Group; Ripon (WI); On-site; USD 41,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO is seeking a financial professional to engage customers, assess needs, and recommend tailored banking solutions. You will collaborate with branch teammates and across channels to grow relationships and ensure compliant, high-quality service.

Role emphasizes identifying opportunities, advising on everyday banking, lending, and investments, and delivering a personal customer experience across multiple channels.

Qualifications

• 2-3 years of relevant experience and post-secondary degree or equivalent
• Appropriate lending qualifications and designations
• Working knowledge of personal and small business needs and solutions
• Experience in financial services is an asset
• Strong communication and interpersonal skills

Responsibilities

• Engages with existing customers and prospects to provide needs-based assessments and grow loyalty
• Recommends tailored financial solutions addressing sales and service needs
• Provides guidance on digital/self-serve options to simplify banking
• Protects customers assets by following risk and compliance processes
• Contributes to branch and market team goals and customer experience improvements

Education

Post-secondary degree in related field

Appropriate lending qualifications

Job description

BMO is seeking a financial professional to engage customers, assess needs, and recommend tailored banking solutions. You will collaborate with branch teammates and across channels to grow relationships and ensure compliant, high-quality service.

Role emphasizes identifying opportunities, advising on everyday banking, lending, and investments, and delivering a personal customer experience across multiple channels.