Personal Banking Advisor: Customer-Centric Solutions

BMO; Manchester; On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is hiring for a Retail Banking Sales & Service role in Canada. The position focuses on delivering exceptional customer service, identifying needs, and guiding customers through financial solutions. You will work with branch teammates and partners to meet business goals, process transactions, and promote digital banking options.

The role emphasizes a personal customer experience, risk compliance, and collaboration across channels, with schedule variability by market needs.

Qualifications

• No prior experience required; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Works collaboratively within the branch and with BMO partners to deliver the customer experience.
• Initiates referrals to BMO colleagues and supports banking services requests and inquiries.
• Promotes digital and self-serve options to simplify banking for customers.
• Escalates complex situations to managers and contributes to branch results.
• Loads, reconciles cash transactions and supports branch operations.

Skills

Customer service

Sales knowledge

Digital banking

Communication skills

Team collaboration

Problem solving

Education

Post-secondary degree or certification desirable

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO is hiring for a Retail Banking Sales & Service role in Canada. The position focuses on delivering exceptional customer service, identifying needs, and guiding customers through financial solutions. You will work with branch teammates and partners to meet business goals, process transactions, and promote digital banking options.

The role emphasizes a personal customer experience, risk compliance, and collaboration across channels, with schedule variability by market needs.