Personal Banking & Lending Advisor

BMO; San Clemente (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a branch-based professional to deliver exceptional service to customers and prospects. You will identify needs and provide tailored financial guidance across everyday banking, lending, home financing, small business solutions, and digital options.

The role emphasizes needs-based assessments, proactive outreach, and collaboration with partners to meet customer goals while complying with regulatory requirements. Prior experience in banking sales and service is valued.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into conversations.

Skills

Sales experience

Customer service

Financial solutions

Education

Post-secondary degree

Job description

BMO is seeking a branch-based professional to deliver exceptional service to customers and prospects. You will identify needs and provide tailored financial guidance across everyday banking, lending, home financing, small business solutions, and digital options.

The role emphasizes needs-based assessments, proactive outreach, and collaboration with partners to meet customer goals while complying with regulatory requirements. Prior experience in banking sales and service is valued.