Bilingual Personal Banking Advisor

Bank of Montreal; Saint-Georges; On-site; CAD 36,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Saint-Georges, QC, seeks a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and advise on financial solutions that fit clients’ lives. You’ll welcome customers in-branch, promote digital channels, and work with partners to grow relationships while maintaining compliance.

You’ll be fluent in both French and English, with 1–2 years of relevant experience and a passion for helping customers.

Qualifications

• Canada-specific: Registration to sell investment products completed or in progress.
• Fluent in French and English; strong verbal and written communication.
• Experience in consultative customer service or sales with a focus on personal experience.
• Proficient with social media, tablets, smartphones and online tools.

Responsibilities

• Deliver exceptional service and identify customer needs.
• Advise on financial solutions and guide customers to digital/self-serve options.
• Collaborate with branch and partners to meet business objectives.
• Support risk and compliance processes and adhere to regulations.
• Follow risk, compliance, and privacy requirements in all customer interactions.

Skills

Customer service

Sales skills

Bilingual French/English

Communication

Team player

Problem solving

Organization

Listening

Education

Investment products registration (completed or in progress)

Tools

Smartphones/tablets

Online banking tools

Social media apps

Job description

Bank of Montreal in Saint-Georges, QC, seeks a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and advise on financial solutions that fit clients’ lives. You’ll welcome customers in-branch, promote digital channels, and work with partners to grow relationships while maintaining compliance.

You’ll be fluent in both French and English, with 1–2 years of relevant experience and a passion for helping customers.