Personal Banking & Lending Advisor

BMO U.S.; Wauwatosa (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 plans

Job summary

BMO Financial Group is seeking a branch-side advisor to deliver exceptional customer service and tailored financial solutions in Wisconsin. You will identify customer needs, propose banking products, and collaborate with partners to drive growth and compliance.

The role emphasizes relationship development, risk awareness, and proactive engagement across channels, with a focus on personalizing the customer experience.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree or equivalent.
• US: Regulatory registration and compliance may apply for lending activities.
• Experience in financial services is an asset.

Responsibilities

• Deliver needs-based assessments to grow loyalty and identify opportunities.
• Engage customers to recommend tailored financial solutions including banking, investments, lending, and home financing.
• Advise on digital and self-serve options to simplify banking for customers.
• Support customer transactions and drive relationship growth in the community.
• Ensure compliance with risk, data privacy, and lending policies.

Skills

Customer service

Needs assessment

Sales

Lending products

Financial solutions

Regulatory compliance

Credit evaluation

Communication

Teamwork

Education

Bachelor's degree in related field

Tools

CRM systems

Online banking platforms

Job description

BMO Financial Group is seeking a branch-side advisor to deliver exceptional customer service and tailored financial solutions in Wisconsin. You will identify customer needs, propose banking products, and collaborate with partners to drive growth and compliance.

The role emphasizes relationship development, risk awareness, and proactive engagement across channels, with a focus on personalizing the customer experience.