Personal Banking & Lending Advisor

BMO U.S.; Town of Adams (WI); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

BMO U.S. is seeking professionals to deliver exceptional customer service while identifying financial solutions that fit customer needs in a dynamic banking environment.

As a key member of the branch team, you will conduct needs assessments, guide clients through everyday banking, lending, and home financing options, and grow relationships with prospects and existing customers across channels.

Qualifications

• Proactively assess customer needs and offer tailored financial solutions.
• Experience in sales and cross-selling within banking products.
• Knowledge of personal banking, lending, and investment solutions is desirable.

Responsibilities

• Lead in engaging with existing customers and prospects to grow loyalty.
• Perform needs assessments and recommend tailored solutions addressing sales and service needs.
• Advise on digital/self-serve options to simplify banking for customers.
• Help customers with transactions and build relationships across channels.
• Ensure compliance with lending policies, risk, and regulatory requirements.

Skills

Needs-based assessments

Sales experience

Financial services knowledge

Communication skills

Team collaboration

Education

Post-secondary degree

Lending qualifications

Job description

BMO U.S. is seeking professionals to deliver exceptional customer service while identifying financial solutions that fit customer needs in a dynamic banking environment.

As a key member of the branch team, you will conduct needs assessments, guide clients through everyday banking, lending, and home financing options, and grow relationships with prospects and existing customers across channels.