Personal Banking Advisor: Customer Growth & Solutions

Bank of Montreal; Quebec; On-site; CAD 36,000 - 65,000; 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 Professional to deliver outstanding service to customers in a branch setting. You will identify needs, advise on financial solutions, and collaborate with partners to grow relationships across personal banking and investment opportunities.

The role emphasizes a customer-first approach, a drive to meet sales targets, and the ability to work in a team across channels while protecting customer privacy and bank security.

Qualifications

• Typically 1–2 years of relevant experience or an equivalent combination of education and experience.
• Experience in consultative customer service or sales roles is desirable.
• Basic knowledge of specialized sales and business banking solutions.
• Passionate commitment to helping customers and delivering personal experiences.
• Strong focus on results and ability to thrive in a team-based environment.
• Resourceful self-starter with confidence to approach customers.
• Willingness to collaborate across roles and branches.
• Strong interpersonal skills and ability to build rapport with customers.
• Aptitude for listening, solving problems, and adapting to new challenges.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with branch partners to grow customer relationships and referrals.
• Supports branch operations and risk/compliance processes as required.

Skills

Verbal communication

Written communication

Organization

Collaboration

Analytical thinking

Problem solving

Customer service

Sales experience

Financial knowledge

Education

Registration to sell investment products (Canada)

Job description

Bank of Montreal is seeking a Retail Banking Professional to deliver outstanding service to customers in a branch setting. You will identify needs, advise on financial solutions, and collaborate with partners to grow relationships across personal banking and investment opportunities.

The role emphasizes a customer-first approach, a drive to meet sales targets, and the ability to work in a team across channels while protecting customer privacy and bank security.