Retail Banking Advisor: Lending & Personal Finance

BMO U.S.; Hoffman Estates (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in the United States to join our Retail Banking Sales & Service team. You will deliver exceptional service, identify customer needs, and guide clients toward suitable financial solutions across everyday banking, lending, and small business products.

The role emphasizes relationship growth, collaboration with partners, and adherence to risk and regulatory standards while offering digital self-serve options to simplify banking for customers.

Qualifications

• Reliable customer service experience in retail banking or sales.
• Ability to assess client needs and provide tailored financial solutions.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides advice on financial solutions.
• Engages customers to grow relationships and meet branch goals.
• Ensures compliance with regulatory policies and risk guidelines.

Skills

Customer service

Needs-based assessments

Sales mindset

Financial guidance

Tools

CRM systems

Digital banking tools

Job description

BMO Financial Group is hiring in the United States to join our Retail Banking Sales & Service team. You will deliver exceptional service, identify customer needs, and guide clients toward suitable financial solutions across everyday banking, lending, and small business products.

The role emphasizes relationship growth, collaboration with partners, and adherence to risk and regulatory standards while offering digital self-serve options to simplify banking for customers.