Personal Banking Advisor - Customer Service

Bank of Montreal; Quebec; On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal in Canada seeks a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify customer needs, provide guidance on financial solutions, and support banking transactions across branch and digital channels.

You will collaborate with the branch team and partners to achieve business goals while upholding risk and compliance requirements, ensuring a personal, efficient experience for every customer.

Qualifications

• Experience delivering exceptional customer service in a banking/retail environment.
• Ability to identify customer needs and offer suitable financial solutions.
• Comfort using digital tools and assisting customers with online/self-serve options.
• Strong communication and collaboration skills within a branch-based team.

Responsibilities

• Delivers exceptional service to customers and prospects in the branch and through channels.
• Identifies customer needs and provides guidance on financial solutions.
• Handles routine banking transactions and customer inquiries with accuracy.
• Escalates complex issues to managers when needed and supports risk/compliance processes.

Skills

Customer service

Sales ability

Digital literacy

Communication skills

Teamwork

Education

Post-secondary degree or certification in related field

Job description

Bank of Montreal in Canada seeks a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify customer needs, provide guidance on financial solutions, and support banking transactions across branch and digital channels.

You will collaborate with the branch team and partners to achieve business goals while upholding risk and compliance requirements, ensuring a personal, efficient experience for every customer.