Personal Banking Advisor - Service, Guidance & Digital Help

BMO U.S.; Montreal (administrative region); On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a customer-focused Banking Specialist in Montreal to deliver exceptional service, identify customer needs, and guide them to suitable financial solutions. You will work across in-branch and digital channels, handling transactions, inquiries, and referrals to partners as part of a collaborative team.

The role emphasizes building relationships, leveraging digital self-serve options, and contributing to branch goals while adhering to risk and compliance requirements.

Qualifications

• No prior experience required; post-secondary degree or certification in related field desirable.
• Strong knowledge of personal, commercial, and partner offers to serve customers’ needs.
• Comfort with social media, tablets, smartphones, and online tools.

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs and advising on financial solutions.
• Performs banking transactions and handles inquiries with a focus on accuracy and speed.
• Routes referrals to colleagues and supports branch operations, risk/compliance processes, and customer onboarding.

Skills

Customer service

Sales oriented

Digital tools

Communication

Teamwork

Problem solving

Listening

Education

Post-secondary degree

Certification desirable

Job description

BMO Financial Group is seeking a customer-focused Banking Specialist in Montreal to deliver exceptional service, identify customer needs, and guide them to suitable financial solutions. You will work across in-branch and digital channels, handling transactions, inquiries, and referrals to partners as part of a collaborative team.

The role emphasizes building relationships, leveraging digital self-serve options, and contributing to branch goals while adhering to risk and compliance requirements.