Personal Banking & Lending Advisor

BMO Harris Bank; Ripon (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Harris Bank in the United States seeks a role in Retail Banking Sales & Service. Delivers exceptional service to customers and prospects, identifies needs, and provides advice on financial solutions across branches and channels.

You will lead needs-based assessments, tailor solutions from everyday banking to lending and home financing, promote digital options, and collaborate with the branch team to grow relationships while ensuring compliance.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree.
• Lending qualifications and designations are desirable.
• Strong knowledge of personal and small business customer needs.
• Experience in financial services is an asset.
• Excellent verbal and written communication and interpersonal skills.

Responsibilities

• Engage customers with needs-based assessments to grow loyalty.
• Recommend tailored financial solutions across banking channels.
• Provide guidance on digital and self-serve options.
• Process customer transactions and service needs.
• Build new relationships within the community.
• Ensure compliance with risk management and lending policies.
• Collaborate with branch and market teams.

Skills

Communication skills

Analytical skills

Problem solving

Team collaboration

Interpersonal skills

Listening skills

Sales oriented

Education

Post-secondary degree

Lending qualifications

Job description

BMO Harris Bank in the United States seeks a role in Retail Banking Sales & Service. Delivers exceptional service to customers and prospects, identifies needs, and provides advice on financial solutions across branches and channels.

You will lead needs-based assessments, tailor solutions from everyday banking to lending and home financing, promote digital options, and collaborate with the branch team to grow relationships while ensuring compliance.