Client-Centric Banking Advisor

Bank of Montreal; Calgary; On-site; CAD 36,000 - 55,000; Full time

Job summary

Bank of Montreal (BMO) seeks a customer-focused associate in Calgary to deliver exceptional service to customers and prospects. You will identify needs, provide financial guidance, and collaborate with branch partners to grow relationships across personal banking and investments.

The role emphasizes consultative selling, using digital and self-serve options, while supporting branch operations and day-to-day activities. Strong communication and teamwork are essential to succeed.

Qualifications

• Experience in consultative customer service or sales is desirable.
• Ability to identify customer needs and provide appropriate financial guidance.
• Proficient in verbal and written communication; strong interpersonal skills.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify referral opportunities to grow customer relationships.
• Guide customers through branch and digital banking options for a simple banking experience.
• Assist with branch operations and client conversations about banking services and investments.

Skills

Customer service

Sales & upselling

Communication

Team collaboration

Problem solving

Education

Certification in related field

Tools

CRM software

Online banking tools

Job description

Bank of Montreal (BMO) seeks a customer-focused associate in Calgary to deliver exceptional service to customers and prospects. You will identify needs, provide financial guidance, and collaborate with branch partners to grow relationships across personal banking and investments.

The role emphasizes consultative selling, using digital and self-serve options, while supporting branch operations and day-to-day activities. Strong communication and teamwork are essential to succeed.