Personal Banking Advisor & Customer Experience Leader

Bank of Montreal; St. Albert; On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Job summary

Bank of Montreal is seeking a friendly, customer-focused Sales & Service professional to welcome customers and guide them through personal banking options. You will identify needs, offer digital self-serve solutions, and collaborate with BMO partners to enhance the customer experience.

Ideal candidates will have 1–2 years of relevant experience, strong interpersonal skills, and a drive to deliver personal service in a consultative sales environment within a branch team.

Qualifications

• Strong communication and customer-facing skills.
• Experience in consultative selling and building relationships.
• Ability to work in a team-based environment and collaborate with partners.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Supports branch operations and risk/compliance processes.
• Probes to understand personal banking and credit card needs.
• Contributes to branch business results and customer experience.

Skills

Communication

Sales experience

Consultative selling

Interpersonal skills

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Bank of Montreal is seeking a friendly, customer-focused Sales & Service professional to welcome customers and guide them through personal banking options. You will identify needs, offer digital self-serve solutions, and collaborate with BMO partners to enhance the customer experience.

Ideal candidates will have 1–2 years of relevant experience, strong interpersonal skills, and a drive to deliver personal service in a consultative sales environment within a branch team.