Personal Banking Advisor

Bank of Montreal; Joliet (IL); On-site; USD 42,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Joliet, IL is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients toward the best financial solutions. You'll work within the branch and with BMO partners to enhance the customer experience.

You will welcome customers, discuss digital self-serve options, and support everyday banking plans and credit card needs while aligning with risk and regulatory requirements.

Qualifications

• 1–2 years of experience in a consultative customer service or sales role.
• Proficient with social media, tablets, smartphones, and online tools.
• Knowledge of personal banking products and basic sales solutions.

Responsibilities

• Delivers exceptional service to customers and identifies needs.
• Guides customers on digital and self-serve options.
• Assists in client conversations about banking services and financial solutions.
• Collaborates with partners to grow customer relationships and referrals.
• Supports branch operations and ensures risk and regulatory compliance.

Skills

Customer service

Sales

Communication

Teamwork

Education

High school diploma or equivalent

Tools

Tablets

Online tools

Job description

Bank of Montreal in Joliet, IL is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients toward the best financial solutions. You'll work within the branch and with BMO partners to enhance the customer experience.

You will welcome customers, discuss digital self-serve options, and support everyday banking plans and credit card needs while aligning with risk and regulatory requirements.