Personal Banking & Lending Advisor

BMO U.S.; Sandy (UT); 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 Financial Group seeks a customer-focused originator to assess needs and guide clients through personal lending and banking solutions in a branch setting in Utah. You will engage customers to identify opportunities, explain lending options, and promote digital tools to simplify banking.

The role emphasizes building relationships, delivering a personal customer experience, and adhering to regulatory policies while supporting business growth across channels.

Qualifications

• Experience in financial services is an asset.
• Strong communication and collaborative abilities.
• Ability to build rapport and deliver a personal customer experience.

Responsibilities

• Deliver exceptional service to customers and prospects with needs-based assessments.
• Identify opportunities and grow loyalty through tailored financial solutions.
• Advise on digital and self-serve options to streamline banking experiences.
• Assist with a range of personal and lending products, including home financing.
• Uphold risk management and regulatory compliance in lending decisions.

Skills

Communication skills

Customer service experience

Sales experience

Interpersonal skills

Problem solving

Education

Post-secondary degree

Lending qualifications

Job description

BMO Financial Group seeks a customer-focused originator to assess needs and guide clients through personal lending and banking solutions in a branch setting in Utah. You will engage customers to identify opportunities, explain lending options, and promote digital tools to simplify banking.

The role emphasizes building relationships, delivering a personal customer experience, and adhering to regulatory policies while supporting business growth across channels.