Retail Banking Advisor: Lending, Investments & Growth

BMO; Lexington (NC); 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 is seeking a branch-based professional to deliver personalized financial guidance and exceptional customer service. You will identify customer needs, introduce suitable banking and lending options, and collaborate across branches to drive loyalty and growth within the community.

This role emphasizes proactive customer engagement, risk-aware lending, and delivering a seamless experience through in-branch and digital channels.

Qualifications

• 2–3 years of relevant experience or an equivalent combination of education and experience.
• Post-secondary degree in related field is desirable.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Identify customer needs and provide financial solutions tailored to them.
• Engage customers to grow relationships and opportunities across channels.
• Collaborate with branch teams and partners to deliver excellent customer experience.
• Adhere to risk management and lending policies and comply with regulatory requirements.

Skills

Customer service

Sales experience

Relationship building

Communication skills

Problem solving

Education

Post-secondary degree in related field

Tools

Social media

Smartphones

Tablets

Online tools

Job description

BMO Financial Group is seeking a branch-based professional to deliver personalized financial guidance and exceptional customer service. You will identify customer needs, introduce suitable banking and lending options, and collaborate across branches to drive loyalty and growth within the community.

This role emphasizes proactive customer engagement, risk-aware lending, and delivering a seamless experience through in-branch and digital channels.