Personal Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO U.S. is seeking a customer-focused banking professional to deliver tailored financial guidance.

You will conduct needs-based assessments, advise on everyday banking, lending, home financing and investments, and collaborate with branch teams to grow relationships and loyalty across the community. The role requires compliance with legal and regulatory requirements, applying risk management principles, accurate data entry, and proactive servicing across channels.

Qualifications

• Experience in financial services or sales-oriented client service.
• Ability to assess customer needs and provide tailored financial solutions.
• Knowledge of lending products and personal banking offerings.

Responsibilities

• Identify customer needs and provide advice on financial solutions.
• Perform needs assessments to grow loyalty and opportunities.
• Collaborate with branch teams and partners to deliver customer experience.

Skills

Customer service

Sales focus

Communication skills

Financial guidance

Education

Post-secondary degree

Tools

Social media apps

Online tools

Tablets/Smartphones

Job description

BMO U.S. is seeking a customer-focused banking professional to deliver tailored financial guidance.

You will conduct needs-based assessments, advise on everyday banking, lending, home financing and investments, and collaborate with branch teams to grow relationships and loyalty across the community. The role requires compliance with legal and regulatory requirements, applying risk management principles, accurate data entry, and proactive servicing across channels.