Personal Banking Advisor – Service & Solutions

BMO U.S.; Vancouver; On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

health insurance

tuition reimbursement

retirement savings plans

Job summary

BMO Financial Group is hiring in Canada for a role within Retail Banking Sales & Service. You will identify customer needs, offer financial solutions, and collaborate with partners to ensure a seamless customer experience across branches and channels.

The role emphasizes advising on digital and self-serve options, maintaining compliance, and driving branch results while delivering a personal customer experience.

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.

Responsibilities

• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and customer inquiries.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.

Skills

Customer service

Sales guidance

Digital banking guidance

Communication

Team collaboration

Education

Post-secondary degree or certification

Job description

BMO Financial Group is hiring in Canada for a role within Retail Banking Sales & Service. You will identify customer needs, offer financial solutions, and collaborate with partners to ensure a seamless customer experience across branches and channels.

The role emphasizes advising on digital and self-serve options, maintaining compliance, and driving branch results while delivering a personal customer experience.