Personal Banking & Solutions Advisor

Bank of Montreal; Montreal (administrative region); On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal is seeking a Retail Banking Sales & Service professional in Montreal to deliver exceptional service and identify customer needs. You will advise on financial solutions, engage with customers, and promote digital and self-serve options while maintaining compliance and risk controls.

The role emphasizes a consultative sales approach, collaboration across channels, and building long-term relationships within the community. Strong communication and organization skills are essential.

Qualifications

• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Verbal & written communication skills – good.
• Strong interpersonal and relationship-building skills.
• Ability to organize information and manage multiple tasks.
• Analytical and problem solving skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Leads needs-based assessments to grow loyalty and opportunities.
• Engages customers to promote tailored banking solutions and channels.

Skills

Customer service

Communication

Interpersonal skills

Organization

Teamwork

Problem solving

Education

Post-secondary degree in related field

Registration to sell investment products (Canada)

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service professional in Montreal to deliver exceptional service and identify customer needs. You will advise on financial solutions, engage with customers, and promote digital and self-serve options while maintaining compliance and risk controls.

The role emphasizes a consultative sales approach, collaboration across channels, and building long-term relationships within the community. Strong communication and organization skills are essential.