Personal Banking Solutions Advisor

BMO U.S.; Wauwatosa (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in Wisconsin to deliver expert guidance on personal banking, lending, and investments. The role focuses on assessing customer needs, recommending banking solutions, and guiding clients through digital options to make banking easier and faster.

The position emphasizes building relationships, understanding credit needs, and complying with regulatory requirements across branches and channels.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree or equivalent.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business needs and solutions.
• Experience in retail investments and lending products is a plus.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Provide needs-based assessments and advice to grow loyalty and opportunities.
• Engage customers to identify financial solutions and preferred banking channels.
• Offer guidance on digital and self-serve options to simplify banking.
• Support customer transactions and build new relationships in the community.
• Ensure compliance with legal and regulatory requirements and lending policies.

Skills

Needs-based sales

Customer relationship

Credit knowledge

Regulatory compliance

Cross-channel service

Education

Post-secondary degree

Tools

Digital banking tools

Job description

BMO Financial Group is hiring in Wisconsin to deliver expert guidance on personal banking, lending, and investments. The role focuses on assessing customer needs, recommending banking solutions, and guiding clients through digital options to make banking easier and faster.

The position emphasizes building relationships, understanding credit needs, and complying with regulatory requirements across branches and channels.