Personal Banking Advisor - Customer Growth & Service

Bank of Montreal; Westbank First Nation #9; 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

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients to the best financial solutions.

You will collaborate with branch teams and BMO partners to grow relationships, offer personal banking and investment advice, and promote digital and self‑serve options.

The role involves advising customers, handling transactions, and ensuring compliance while building trust and contributing to branch goals.

Qualifications

• Typically 1–2 years of relevant experience or certification desirable.
• Canada only: Registration to sell investment products completed or in progress within 12 months.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions that are in the best interests of customers.
• Collaborates with branch and BMO partners to grow the customer’s relationship.
• Promotes digital and self-serve options to make banking easy, simple and fast.
• Handles transactions while ensuring compliance with risk, privacy and regulatory requirements.

Skills

Customer service

Consultative selling

Communication

Team collaboration

Problem solving

Organization

Attention to detail

Education

Certification in related field

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients to the best financial solutions.

You will collaborate with branch teams and BMO partners to grow relationships, offer personal banking and investment advice, and promote digital and self‑serve options.

The role involves advising customers, handling transactions, and ensuring compliance while building trust and contributing to branch goals.