Personal Banking Advisor – Customer Experience Champion

Bank of Montreal; Siksiká #146, Alberta; On-site; CAD 36,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

Bank of Montreal is seeking a customer-focused sales associate in Canada. You will deliver exceptional service, identify customer needs, and guide them toward suitable financial solutions across channels.

You will support banking services, respond to inquiries, and help customers navigate digital options to bank more efficiently. The role emphasizes relationship-building, teamwork, and delivering a personal experience while maintaining compliance and risk controls.

Qualifications

• No prior experience required; post-secondary degree or certification in related field desirable.
• High-level knowledge of personal banking, commercial and partner offers.
• Confident with social media, tablets, smartphones, online tools and applications.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Supports customer requests for banking services and transactions.

Skills

Customer service

Sales

Digital tools

Communication

Interpersonal skills

Listening

Problem solving

Teamwork

Adaptability

Education

Post-secondary degree or certification

Tools

Social media

Tablets & smartphones

Online tools & apps

Job description

Bank of Montreal is seeking a customer-focused sales associate in Canada. You will deliver exceptional service, identify customer needs, and guide them toward suitable financial solutions across channels.

You will support banking services, respond to inquiries, and help customers navigate digital options to bank more efficiently. The role emphasizes relationship-building, teamwork, and delivering a personal experience while maintaining compliance and risk controls.