Solutions-Focused Personal Banking Advisor

BMO; Salt Lake City (UT); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO in Salt Lake City is hiring for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide clients toward financial solutions that fit their goals.

Collaborate in-branch and with partners to provide tailored advice on everyday banking, lending, home financing, and small business solutions while adhering to regulatory requirements and risk controls.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.

Responsibilities

• Delivers exceptional service to BMO customers and prospects by identifying needs and providing guidance on financial solutions.
• Engages customers to complete needs assessments and recommends tailored products addressing sales and service needs.
• Grows loyalty and builds new relationships through proactive outreach and community engagement.
• Ensures compliance with legal and regulatory requirements and risk policies in lending and banking processes.

Skills

Customer needs assessments

Sales & service mindset

Interpersonal skills

Communication skills

Education

Post-secondary degree desirable

Lending qualifications/designations

Job description

BMO in Salt Lake City is hiring for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide clients toward financial solutions that fit their goals.

Collaborate in-branch and with partners to provide tailored advice on everyday banking, lending, home financing, and small business solutions while adhering to regulatory requirements and risk controls.