Personal Banking Solutions Advisor

BMO; Sun City West (AZ); 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 Financial Group in the United States seeks a customer-focused banking professional to deliver tailored financial solutions and exceptional service. The role involves needs assessments, cross-selling, and guiding customers through everyday banking, lending, and investment options.

You will work with branch teams and partners to build relationships, process transactions, and ensure compliance while supporting growth and a positive customer experience.

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.
• 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.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments.
• Engages customers to complete needs assessments that identify financial solutions.
• Offers clients advice and guidance on digital and self-serve options.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by building relationships within the community.
• Ensures compliance with lending policies and regulatory requirements.

Skills

Consultative selling

Customer needs assessment

Relationship building

Communication skills

Financial services knowledge

Education

Post-secondary degree

Tools

Digital banking tools

Job description

BMO Financial Group in the United States seeks a customer-focused banking professional to deliver tailored financial solutions and exceptional service. The role involves needs assessments, cross-selling, and guiding customers through everyday banking, lending, and investment options.

You will work with branch teams and partners to build relationships, process transactions, and ensure compliance while supporting growth and a positive customer experience.