Personal Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Disability & life insurance

Job summary

BMO Harris Bank is seeking a customer-focused professional in Retail Banking Sales & Service to deliver tailored financial guidance and exceptional service. You will engage customers, perform needs assessments, and recommend solutions spanning everyday banking, lending, and home financing, while promoting digital options for a fast, convenient experience.

The role emphasizes relationship-building within the community, cross-channel collaboration, and strict adherence to regulatory and lending

Qualifications

• Typically between 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent.
• Experience in financial services is an asset.
• Knowledge of personal and small business customer needs and solutions.
• Understanding of retail investments and lending products.

Responsibilities

• Engages customers to complete needs assessments to identify financial solutions and preferred banking channels.
• Recommends tailored solutions addressing sales and service needs (e.g., everyday banking, lending, home financing).
• Offers guidance on digital and self-serve options to simplify banking for customers.
• Supports customer transactions and builds new relationships within the community.
• Adheres to risk, compliance, and lending policies while protecting customer assets.

Skills

Needs-based assessments

Financial solutions guidance

Customer service

Relationship building

Cross-channel collaboration

Compliance awareness

Education

Post-secondary degree desirable

Job description

BMO Harris Bank is seeking a customer-focused professional in Retail Banking Sales & Service to deliver tailored financial guidance and exceptional service. You will engage customers, perform needs assessments, and recommend solutions spanning everyday banking, lending, and home financing, while promoting digital options for a fast, convenient experience.

The role emphasizes relationship-building within the community, cross-channel collaboration, and strict adherence to regulatory and lending