Personal Banking Advisor: Needs-Based Service & Solutions

Bank of Montreal; Central Saanich; On-site; CAD 35,000 - 47,000; 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 in Canada. The role focuses on delivering exceptional service, identifying customer needs, and guiding them toward suitable financial solutions across in-branch and digital channels.

Responsibilities include handling banking transactions, promoting digital self-serve options, and collaborating with partners to achieve branch goals while ensuring compliance and risk management.

Qualifications

• Post-secondary degree or certification in related field.
• High-level knowledge of personal, commercial and partner offers.
• Confident with social media, tablets, smartphones, online tools and apps.
• Strong ability to help customers use digital banking options.
• Strong listening and problem-solving skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Supports customer requests for banking services, including handling transactions and inquiries.
• Welcomes customers warmly and meets service and transactional needs with seamless execution.
• Escalates complex situations to managers as required.
• Contributes to branch business results and customer experience.

Skills

Interpersonal skills

Communication skills

Team collaboration

Listening & problem solving

Digital literacy

Education

Post-secondary degree or certification in related field

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service professional in Canada. The role focuses on delivering exceptional service, identifying customer needs, and guiding them toward suitable financial solutions across in-branch and digital channels.

Responsibilities include handling banking transactions, promoting digital self-serve options, and collaborating with partners to achieve branch goals while ensuring compliance and risk management.