Personal Banking Advisor

BMO; Winnipeg; On-site; CAD 35,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Job summary

BMO Financial Group is seeking a customer-focused lobby leader to deliver exceptional service and guidance on personal banking and investment solutions. You will welcome customers, identify needs, and refer to specialists while promoting digital and self-serve options.

The role emphasizes relationship-building, collaboration with branch partners, and delivering a seamless customer experience across channels in a dynamic market.

Qualifications

• 1–2 years of relevant experience or certification desirable.
• Experience in consultative customer service or sales roles.
• Basic knowledge of banking solutions to refer to specialists.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Collaborate with branch partners to grow customer relationships.
• Assist customers entering the branch and promote digital/self-serve options.
• Conduct needs-based conversations to address banking and credit card needs.
• Support branch operations and risk/compliance processes.

Skills

Customer service

Sales-oriented

Relationship building

Communication

Proactive problem solving

Tools

Social media tools

Tablets & smartphones

Online banking tools

Job description

BMO Financial Group is seeking a customer-focused lobby leader to deliver exceptional service and guidance on personal banking and investment solutions. You will welcome customers, identify needs, and refer to specialists while promoting digital and self-serve options.

The role emphasizes relationship-building, collaboration with branch partners, and delivering a seamless customer experience across channels in a dynamic market.