Personal Banking Advisor — Grow Relationships & Lending

Bank of Montreal; Selkirk; On-site; CAD 37,000 - 68,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

Bank of Montreal is seeking a customer-focused professional in Retail Banking Sales & Service. You will identify customer needs, provide guidance on financial solutions, and collaborate with branch teams and partners to deliver an exceptional customer experience.

You will engage existing customers and prospects, perform needs-based assessments, and tailor solutions across everyday banking, lending, and small business needs, while guiding customers to digital and self-serve options.

Qualifications

• Canada only: Registration to sell investment products completed.
• Post-secondary degree or equivalent combination of education and experience.
• Experience in financial services or banking is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides tailored financial solutions across channels.
• Engages customers to complete needs assessments for loyalty and opportunities.
• Promotes digital/self-serve options and assists with transactions.

Skills

Customer service

Sales

Needs-based assessments

Financial solutions

Consultative selling

Education

Post-secondary degree in related field

Tools

Tablets

Smartphones

Online tools

Job description

Bank of Montreal is seeking a customer-focused professional in Retail Banking Sales & Service. You will identify customer needs, provide guidance on financial solutions, and collaborate with branch teams and partners to deliver an exceptional customer experience.

You will engage existing customers and prospects, perform needs-based assessments, and tailor solutions across everyday banking, lending, and small business needs, while guiding customers to digital and self-serve options.