Personal Banking & Lending Advisor

Bank of Montreal; Toronto; On-site; CAD 39,000 - 71,000; 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 branch-based Retail Banking Sales & Service professional in Toronto, Canada. You’ll deliver exceptional service, assess customer needs, and guide clients to tailored financial solutions across everyday banking, lending, and investments.

The role emphasizes local community engagement, collaboration with partners, and adherence to risk and regulatory requirements while growing customer relationships and loyalty.

Qualifications

• 2–3 years of relevant experience; post-secondary degree desirable.
• Registration to sell investment products (Canada only).
• Appropriate lending qualifications and designations.
• Experience in consultative customer service or sales.
• Strong communication, interpersonal, and problem-solving skills.

Responsibilities

• Deliver exceptional service and needs-based financial guidance.
• Identify customer needs and provide tailored banking solutions.
• Proactively engage with customers to grow loyalty and opportunities.
• Adhere to risk, compliance, and regulatory requirements.

Skills

Customer service

Sales & upselling

Interpersonal skills

Communication

Problem solving

Team collaboration

Attention to detail

Adaptability

Education

Post-secondary degree

Investment products registration

Lending qualifications

Job description

Bank of Montreal is seeking a branch-based Retail Banking Sales & Service professional in Toronto, Canada. You’ll deliver exceptional service, assess customer needs, and guide clients to tailored financial solutions across everyday banking, lending, and investments.

The role emphasizes local community engagement, collaboration with partners, and adherence to risk and regulatory requirements while growing customer relationships and loyalty.