Personal Banking & Lending Advisor

Bank of Montreal; Westfield (IN); 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

Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional in the United States. The role centers on delivering exceptional service, identifying customer needs, and guiding them to suitable financial solutions while coordinating with branch and market teams to meet business objectives.

The position emphasizes risk compliance, digital channel promotion, and proactive customer engagement.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field or equivalent experience.
• Lending products and personal banking knowledge are assets.
• Experience in financial services and a consultative customer service role is valued.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies needs and provides advice on financial solutions.
• Leads needs-based assessments to grow loyalty and opportunities.
• Engages customers to promote digital/self-serve options and banking channels.
• Partners with branch and market teams to achieve business goals.
• Ensures compliance with risk, privacy, and regulatory requirements.

Skills

Customer service

Sales

Communication

Consultative sales

Relationship building

Problem solving

Team collaboration

Education

Post-secondary degree

Job description

Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional in the United States. The role centers on delivering exceptional service, identifying customer needs, and guiding them to suitable financial solutions while coordinating with branch and market teams to meet business objectives.

The position emphasizes risk compliance, digital channel promotion, and proactive customer engagement.