Personal Banking Advisor

Bank of Montreal; Neepawa; On-site; CAD 35,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

Bank of Montreal is hiring in Manitoba for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide them toward financial solutions that fit their goals.

You will assist with transactions, referrals, and digital options, while collaborating with branch teams to meet business objectives. The position emphasizes customer-centric conversations, risk awareness, and a quantitative focus on branch performance, with flexibility across channels and

Qualifications

• No prior experience required; post-secondary degree or certification desirable.
• High-level knowledge of personal, commercial and partner offers for customers.
• Confident with social media, tablets, smartphones, and online tools.
• Able to guide customers to digital/self-serve options and benefits.
• Strong interpersonal skills and a customer-first mindset.
• Verbal & written communication skills in a business context.
• Organizational skills and teamwork in a branch setting.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide financial guidance.
• Refer customers to BMO colleagues for additional solutions.
• Handle transactions and inquiries; support service requests.
• Support branch operations, including cash loads and reconciliations.
• Promote digital/banking options to simplify customer experiences.
• Escalate complex issues to managers and ensure risk compliance.
• Collaborate with the branch market team to achieve targets.

Skills

Customer service

Communication skills

Team collaboration

Problem solving

Listening skills

Digital literacy

Social media savvy

Attention to detail

Education

Post-secondary degree or certification

Tools

Online banking tools

Job description

Bank of Montreal is hiring in Manitoba for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide them toward financial solutions that fit their goals.

You will assist with transactions, referrals, and digital options, while collaborating with branch teams to meet business objectives. The position emphasizes customer-centric conversations, risk awareness, and a quantitative focus on branch performance, with flexibility across channels and