Retail Banking Solutions Advisor

BMO U.S.; South Milwaukee (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver advisory services and guide customers through financial solutions. You will engage with existing clients and prospects, assess needs, and collaborate with branch and partner teams to drive loyalty and business growth.

You will also promote digital options, assist with lending applications, and ensure compliance with regulatory requirements while maintaining a high standard of customer

Qualifications

• 2–3 years of relevant financial services experience or equivalent.
• Post-secondary degree in a related field is desirable.
• Appropriate lending qualifications and designations.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Engage customers to deliver tailored financial solutions across channels.
• Advise on digital/self-serve options to simplify banking for customers.
• Process lending applications in compliance with policies and regulations.
• Collaborate with branch teams and partners to achieve business objectives.

Skills

Customer service

Sales & advisory

Credit assessment

Regulatory compliance

Risk management

Relationship building

Communication

Team collaboration

Education

Post-secondary degree

Tools

CRM tools

NMLS registration

Job description

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver advisory services and guide customers through financial solutions. You will engage with existing clients and prospects, assess needs, and collaborate with branch and partner teams to drive loyalty and business growth.

You will also promote digital options, assist with lending applications, and ensure compliance with regulatory requirements while maintaining a high standard of customer