Personal Banking Advisor & Client Concierge

Bank of Montreal; Johnston (IA); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement plans

Job summary

Bank of Montreal in Johnston, IA invites you to join our Retail Banking Sales & Service team. You will deliver exceptional service, identify customer needs, and guide them to financial solutions across personal banking and digital options.

You will collaborate with branch partners to grow referrals and help customers use online and self-serve channels, while handling transactions and ensuring risk and regulatory compliance in a fast-paced branch environment.

Qualifications

• 1–2 years of relevant experience in retail banking sales & service is desirable.
• Canada only: registration to sell investment products completed or in progress (within 12 months).
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Strong ability to deliver a personal customer experience and refer opportunities to specialists.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Collaborate with branch partners to grow referrals and cross-sell.
• Guide customers through digital and self-serve options for easy Banking.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Tools

Social media

Online tools

Job description

Bank of Montreal in Johnston, IA invites you to join our Retail Banking Sales & Service team. You will deliver exceptional service, identify customer needs, and guide them to financial solutions across personal banking and digital options.

You will collaborate with branch partners to grow referrals and help customers use online and self-serve channels, while handling transactions and ensuring risk and regulatory compliance in a fast-paced branch environment.