Personal Banking & Lending Advisor

Bank N.A.; Whitefish Bay (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

BMO is seeking a customer-facing banking professional in Wisconsin to deliver financial guidance and tailored solutions. You will assess customer needs, promote digital channels, and collaborate with branch teams to achieve service and sales goals.

The role emphasizes risk management, compliance, and community relationship-building, with opportunities to expand lending and investment discussions as appropriate.

Qualifications

• 2-3 years of relevant experience and post-secondary degree or equivalent combination of education and experience.
• Experience in financial services is an asset.
• Proven ability to identify customer needs and provide tailored financial guidance.
• Familiarity with lending products and regulatory requirements.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Conduct needs-based assessments to identify financial solutions.
• Engage with customers to grow loyalty and establish relationships in the community.
• Provide guidance on personal and small business banking needs and solutions.
• Ensure compliance with risk management, privacy, and regulatory requirements.

Skills

Customer service

Sales experience

Needs-based assessments

Communication

Cross-channel collaboration

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO is seeking a customer-facing banking professional in Wisconsin to deliver financial guidance and tailored solutions. You will assess customer needs, promote digital channels, and collaborate with branch teams to achieve service and sales goals.

The role emphasizes risk management, compliance, and community relationship-building, with opportunities to expand lending and investment discussions as appropriate.