Retail Banking Relationship Advisor

Bank Of Montreal; Southland; On-site; NZD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a Retail Banking Advisor to deliver exceptional service, assess customer needs, and guide clients toward tailored financial solutions across channels. The role emphasizes building relationships, promoting digital options, and collaborating with branch teams to meet business goals.

Qualifications include 2–3 years of relevant experience and appropriate lending designations; Canadian regulatory familiarity is a plus.

Qualifications

• Typically 2–3 years of relevant experience or equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Engages customers to complete needs assessments and identifies financial solutions.
• Provides guidance on digital and self-serve options to simplify banking.
• Makes credit recommendations for personal lending and home financing.
• Ensures compliance with legal and regulatory requirements and lending policies.

Skills

Needs-based assessments

Customer needs analysis

Cross-functional collaboration

Credit recommendations

Regulatory compliance

Risk management

Sales experience

Communication skills

Education

Post-secondary degree in related field

Job description

Bank of Montreal (BMO) is seeking a Retail Banking Advisor to deliver exceptional service, assess customer needs, and guide clients toward tailored financial solutions across channels. The role emphasizes building relationships, promoting digital options, and collaborating with branch teams to meet business goals.

Qualifications include 2–3 years of relevant experience and appropriate lending designations; Canadian regulatory familiarity is a plus.