Banking Solutions Advisor – Lending & Investments

Bank of Montreal; Arvada (CO); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Arvada is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and advise on financial solutions. You will identify customer needs and guide them through everyday banking, lending, and small business options.

You will engage with customers to grow relationships, manage transactions, and support digital/self-serve channels while maintaining compliance and risk controls in a dynamic branch environment.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable.
• Knowledge of personal banking products and lending is desirable.
• Experience in financial services is an asset.
• Sales/service orientation with a focus on personal customer experience.
• Compliance with regulatory requirements and risk policies.

Responsibilities

• Identify customer needs and provide financial solutions.
• Engage customers to grow BMO’s business through appointments and relationship building.
• Process customer transactions and support in-branch service.
• Collaborate with branch and partners to deliver an exceptional customer experience.
• Adhere to risk management framework and regulatory policies.

Skills

Customer service

Needs-based selling

Communication

Interpersonal skills

Problem solving

Team collaboration

Education

Post-secondary degree

Tools

Online banking tools

Mobile devices

Job description

Bank of Montreal in Arvada is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and advise on financial solutions. You will identify customer needs and guide them through everyday banking, lending, and small business options.

You will engage with customers to grow relationships, manage transactions, and support digital/self-serve channels while maintaining compliance and risk controls in a dynamic branch environment.