Personal Banking & Lending Advisor

BMO U.S.; Town of Beaver Dam (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group in Wisconsin seeks a customer-focused banking professional to deliver exceptional service, identify customer needs, and provide advice on financial solutions that best fit them. You will work with branch colleagues and partners to grow loyalty, conduct needs assessments, and promote digital options while maintaining compliance with lending policies.

The role emphasizes relationship-building, proactive outreach to prospects, and adherence to regulatory requirements in a

Qualifications

• Typically between 2 - 3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Experience in financial services is an asset; familiarity with personal banking and small business solutions is preferred.
• Ability to read and interpret lending policies and regulatory requirements; strong analytical skills.

Responsibilities

• Delivers exceptional service to customers and prospects and identifies needs.
• Provides advice and guidance on financial solutions that best fit customers.
• Engages with branch and partners to grow loyalty and opportunities.
• Conducts needs assessments and promotes digital/self-serve options.
• Ensures accurate data entry and compliance with lending policies and regulations.

Skills

Customer service

Needs-based sales

Financial guidance

Communication

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Wisconsin seeks a customer-focused banking professional to deliver exceptional service, identify customer needs, and provide advice on financial solutions that best fit them. You will work with branch colleagues and partners to grow loyalty, conduct needs assessments, and promote digital options while maintaining compliance with lending policies.

The role emphasizes relationship-building, proactive outreach to prospects, and adherence to regulatory requirements in a