Retail Banking Advisor & Lending Specialist

BMO U.S.; Turlock (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 is seeking a customer-focused financial services professional to deliver advice and guidance on banking solutions. You will engage customers, assess needs, and present tailored everyday banking, lending, and investment options while collaborating with branch teams to meet service and sales goals.

Responsibilities include conducting needs assessments, guiding customers to digital tools, ensuring regulatory compliance, and building relationships across

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong communication and customer service skills.

Responsibilities

• Engages with customers to identify needs and offer solutions.
• Grows loyalty and opportunities through assessments.
• Provides guidance on digital and self-serve options.
• Assists with lending and home financing.
• Ensures compliance with legal and regulatory requirements.
• Collaborates with branch and partners to meet targets.

Skills

Needs-based selling

Customer service

Communication

Interpersonal skills

Teamwork

Problem solving

Attention to detail

Education

Post-secondary degree

Tools

Job description

BMO Financial Group in the United States is seeking a customer-focused financial services professional to deliver advice and guidance on banking solutions. You will engage customers, assess needs, and present tailored everyday banking, lending, and investment options while collaborating with branch teams to meet service and sales goals.

Responsibilities include conducting needs assessments, guiding customers to digital tools, ensuring regulatory compliance, and building relationships across