Personal Banking & Lending Advisor

BMO; Town of Adams (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Accident Insurance

Retirement Savings

Job summary

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, assess needs, and advise on tailored financial solutions across channels. You will engage existing customers and prospects, drive appointments, and build local relationships while staying compliant with lending policies.

The role offers exposure to everyday banking, lending, investments, and business-focused solutions with a commitment to accurate data,

Qualifications

• Experience in financial services is an asset.
• Proficient with digital and self-serve banking options.
• Eligibility to work in the United States and meet regulatory requirements.

Responsibilities

• Proactively engage with customers to assess needs and grow loyalty.
• Present tailored financial solutions across channels.
• Guide clients to digital and self-serve options.
• Process customer transactions and support branch operations.
• Develop new relationships and schedule appointments.
• Ensure compliance with lending policies and regulatory requirements.
• Collaborate with branch and market teams for outcomes.

Skills

Interpersonal skills

Analytical skills

Problem solving

Communication skills

Education

Post-secondary degree desirable

Lending qualifications/designations

Job description

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, assess needs, and advise on tailored financial solutions across channels. You will engage existing customers and prospects, drive appointments, and build local relationships while staying compliant with lending policies.

The role offers exposure to everyday banking, lending, investments, and business-focused solutions with a commitment to accurate data,