Personal Banking & Lending Advisor

BMO; 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 Wisconsin is seeking a Banking Advisor to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and collaborate with branch teams to achieve service and sales goals.

In this role you will grow loyalty by conducting needs assessments, expanding relationships in the community, guiding clients to digital options, and ensuring compliance with lending policies. Requires 2–3 years' experience and a related degree.

Qualifications

• 2–3 years of relevant experience or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in retail investments and lending products.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Strong interpersonal, listening, problem-solving and communication skills.

Responsibilities

• Engage with customers to identify needs and offer tailored financial solutions.
• Lead needs assessments to grow loyalty and identify opportunities.
• Provide guidance on digital and self-serve options to streamline banking.
• Support customer transactions and branch activities to meet objectives.
• Collaborate within the branch and with BMO partners to deliver the customer experience.
• Ensure compliance with legal and regulatory requirements and lending policies.
• Make credit recommendations for personal lending transactions in line with policy.
• Build new relationships and grow BMO’s business within the community.

Skills

Consultative sales

Customer service excellence

Financial services experience

Communication skills

Digital tools proficiency

Education

Post-secondary degree in related field

Job description

BMO Wisconsin is seeking a Banking Advisor to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and collaborate with branch teams to achieve service and sales goals.

In this role you will grow loyalty by conducting needs assessments, expanding relationships in the community, guiding clients to digital options, and ensuring compliance with lending policies. Requires 2–3 years' experience and a related degree.