Personal Banking & Lending Growth Advisor

Hispanic Alliance for Career Enhancement; Santa Ana (CA); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is hiring in the United States for a role in Retail Banking Sales & Service. The position focuses on delivering exceptional service, identifying customer needs, and guiding customers toward suitable financial solutions, including everyday banking, lending, and investments.

The role requires 2–3 years of relevant experience and a post-secondary degree. It emphasizes risk management, collaboration, and strong communication to build relationships and grow business within the

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable 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 financial services is an asset.
• Verbal & written communication skills - Good.

Responsibilities

• Delivers exceptional service to customers and prospects within branches and via channels.
• Identifies customer needs and provides advice and guidance on financial solutions.
• Engages customers to complete needs assessments and recommend tailored solutions.
• Makes credit recommendations for personal lending transactions following sound credit principles.
• Ensures compliance with legal, regulatory, and bank policies and processes.

Skills

Needs-based assessment

Sales & service

Communication skills

Regulatory compliance

Education

Post-secondary degree in related field

Job description

BMO Financial Group is hiring in the United States for a role in Retail Banking Sales & Service. The position focuses on delivering exceptional service, identifying customer needs, and guiding customers toward suitable financial solutions, including everyday banking, lending, and investments.

The role requires 2–3 years of relevant experience and a post-secondary degree. It emphasizes risk management, collaboration, and strong communication to build relationships and grow business within the