Personal Banking Advisor: Consultative Lending & Growth

Bank of Montreal; Red Deer; On-site; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Canada is hiring a Retail Banking Sales & Service professional to deliver exceptional service, assess needs, and guide customers to the best financial solutions. You will work with branches and partners to grow loyalty, promote digital/self-serve options, and support transactions while ensuring compliance and risk controls.

The role emphasizes needs-based assessments, cross-selling appropriate lending, home financing, investments, and small business solutions, with a focus on

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable.
• Canada only: Registration to sell investment products completed.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Probes to understand customer banking and credit card needs and integrates promotions.

Skills

Customer focus

Sales orientation

Communication skills

Team collaboration

Problem solving

Listening skills

Education

Post-secondary degree

Investment product registration

Lending qualifications/designations

Financial services experience

Job description

Bank of Montreal in Canada is hiring a Retail Banking Sales & Service professional to deliver exceptional service, assess needs, and guide customers to the best financial solutions. You will work with branches and partners to grow loyalty, promote digital/self-serve options, and support transactions while ensuring compliance and risk controls.

The role emphasizes needs-based assessments, cross-selling appropriate lending, home financing, investments, and small business solutions, with a focus on