Personal Banking & Service Advisor

Bank of Montreal; Medicine Hat; On-site; CAD 35,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

Bank of Montreal in Canada is seeking a Customer Banking Associate who delivers exceptional service, identifies customer needs, and provides guidance on financial solutions. You will work across branches and channels to help customers with everyday banking, referrals, and digital options.

The role emphasizes risk compliance, accuracy in transactions, and building rapport with customers while supporting team goals and a positive banking experience across the branch network.

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field is desirable.
• Ability to advise on financial solutions to meet customer needs.
• Excellent interpersonal and communication skills in a client-facing environment.

Responsibilities

• Identify customer needs and provide advice on financial solutions that are best for them.
• Handle banking transactions and assist with customer inquiries across channels.
• Initiate referrals to BMO colleagues when appropriate.
• Support risk and compliance processes to safeguard customer assets.
• Promote digital and self-serve options to enhance the banking experience.

Skills

Customer service

Sales

Communication skills

Problem solving

Team collaboration

Education

Post-secondary degree or certification

Job description

Bank of Montreal in Canada is seeking a Customer Banking Associate who delivers exceptional service, identifies customer needs, and provides guidance on financial solutions. You will work across branches and channels to help customers with everyday banking, referrals, and digital options.

The role emphasizes risk compliance, accuracy in transactions, and building rapport with customers while supporting team goals and a positive banking experience across the branch network.