Impactful Retail Banking Advisor

Bank of Montreal; Tahoe City (CA); On-site; USD 43,000 - 75,000; 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 Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and advise on financial solutions across everyday banking, home financing, and small business products.

The role emphasizes building relationships, guiding customers to digital options, and collaborating with branch teams to meet business goals while adhering to risk and regulatory requirements.

Qualifications

• Typically 2-3 years of relevant experience; post-secondary degree desirable.
• Canada only: Registration to sell investment products as appropriate for jurisdiction.
• Appropriate lending qualifications and designations.
• Experience with personal and small business customer needs and solutions.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides tailored financial solutions.
• Grows loyalty and opportunities through needs-based assessments.
• Engages customers to complete assessments and promote digital/self-serve options.

Skills

Customer service

Sales

Financial products

Lending knowledge

Education

Post-secondary degree

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and advise on financial solutions across everyday banking, home financing, and small business products.

The role emphasizes building relationships, guiding customers to digital options, and collaborating with branch teams to meet business goals while adhering to risk and regulatory requirements.