Personal Banking & Lending Advisor

Socket.dev

Woodbury (MN)

On-site

USD 43,000 - 75,000

Full time

5 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group in Minnesota seeks a customer-centric banking professional to deliver financial guidance and lending solutions. You will engage customers, assess needs, promote digital options, and coordinate with branch teams to achieve service and sales goals.

The role emphasizes risk awareness, regulatory compliance, and proactive community engagement to grow relationships and loyalty.

Qualifications

Typically 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Experience in financial services is an asset.

Responsibilities

Engages customers to assess needs and provide tailored financial solutions.
Advices on digital and self-serve options to simplify banking.
Manages lending applications and credit recommendations in compliance with policies.
Builds relationships and generates appointments within the community.
Collaborates with branch teams to deliver the customer experience.
Analyzes risk and ensures privacy and regulatory compliance.