Personal Banking Advisor – Branch Experience & Growth

Bank of Montreal; Tualatin (OR); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in the United States (Oregon) is looking for a Retail Banking Sales & Service professional. You will welcome customers, assess needs, and guide them through personalized banking solutions, including digital channels.

You will collaborate with branch teams and partners to enhance the customer experience and drive business results. You will build relationships, promote channel adoption, and deliver thoughtful service while maintaining compliance and protecting customer assets.

Qualifications

• Typically between 1–2 years of relevant experience or certification.
• Confident and experienced in the use of social media, tablets, smartphones, online tools and applications.
• Some experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Guides customers to digital and self-serve options to make banking easy and fast.
• Supports branch operations and collaborates with partners to grow customer relationships.

Skills

Customer service

Sales

Communication

Problem solving

Tools

Social media

Tablets

Smartphones

Online tools

Job description

Bank of Montreal in the United States (Oregon) is looking for a Retail Banking Sales & Service professional. You will welcome customers, assess needs, and guide them through personalized banking solutions, including digital channels.

You will collaborate with branch teams and partners to enhance the customer experience and drive business results. You will build relationships, promote channel adoption, and deliver thoughtful service while maintaining compliance and protecting customer assets.