Relationship Banking Advisor: Personal Lending & Growth

BMO Harris Bank; Tahoe City (CA); On-site; USD 43,000 - 75,000; 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 advisor. You will identify customer needs, advise on financial solutions, and collaborate with branch partners to deliver service excellence across channels.

Lead needs-based assessments, promote digital options, and support transactions while building relationships in the community. Compliance with regulatory requirements and risk policies is essential, with 2–3 years of related experience preferred.

Qualifications

• Typically 2–3 years of relevant experience in retail banking or sales.
• Post-secondary degree in a related field or equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.

Responsibilities

• Identify customer needs and provide advice on financial solutions aligning with best interests.
• Lead needs-based assessments to grow loyalty and opportunities.
• Engage customers to complete assessments and recommend tailored banking products and channels.
• Support transaction needs and build new relationships within the community.
• Ensure compliance with legal, regulatory, and Bank policies.

Skills

Customer service

Sales mindset

Needs-based assessment

Communication

Interpersonal skills

Education

Post-secondary degree in related field

Tools

CRM systems

Job description

BMO Financial Group in the United States seeks a customer-focused banking advisor. You will identify customer needs, advise on financial solutions, and collaborate with branch partners to deliver service excellence across channels.

Lead needs-based assessments, promote digital options, and support transactions while building relationships in the community. Compliance with regulatory requirements and risk policies is essential, with 2–3 years of related experience preferred.