Personal Banking Advisor

Bank N.A.; Southwestern Ontario; On-site; CAD 38,000 - 52,000; Full time

Job summary

BMO Bank of Montreal is seeking a customer service oriented Associate for Retail Banking Sales & Service in Ontario. You will identify customer needs, guide them through banking options, and assist with transactions across channels to deliver a smooth experience.

You will collaborate with branch teams, promote digital self-serve options, and maintain strong risk and compliance practices while building lasting customer relationships.

Qualifications

• No prior experience required; post-secondary degree or certification in related field is desirable.
• High-level knowledge of personal, commercial and partner offers and how they serve customers.
• Confident with social media, tablets, smartphones, online tools and applications.
• Skilled at helping people who find digital applications intimidating to gain confidence and understand their benefits.
• Strong interpersonal skills with ability to build rapport with customers.

Responsibilities

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and inquiries.
• Welcomes customers and meets banking service and transactional needs with seamless execution.
• Offers advice on digital and self-serve options to make banking easy and fast.
• Reviews customer profiles and discusses needs to address everyday banking and credit card needs.
• Escalates complex or unresolved customer situations to managers as required.
• Contributes to meeting branch business results and the customer experience.
• Follows risk and compliance processes to safeguard assets and privacy.

Skills

Customer service

Interpersonal skills

Communication

Team collaboration

Problem solving

Education

Post-secondary degree or certification

Tools

Social media platforms

Tablets & smartphones

Job description

BMO Bank of Montreal is seeking a customer service oriented Associate for Retail Banking Sales & Service in Ontario. You will identify customer needs, guide them through banking options, and assist with transactions across channels to deliver a smooth experience.

You will collaborate with branch teams, promote digital self-serve options, and maintain strong risk and compliance practices while building lasting customer relationships.