Personal Banking Advisor & Client Solutions Lead

Bank of Montreal; Ames (IA); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Job summary

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and provide guidance on financial solutions. You will welcome customers, discuss digital options, and collaborate with branch partners to grow customer relationships.

The role emphasizes needs-based conversations, cross-channel collaboration, and adherence to risk and regulatory requirements while contributing to branch goals and customer experience.

Qualifications

• 1–2 years of relevant experience desirable or equivalent combination of education and experience.
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
• Strong interpersonal and communication skills with a focus on customer experience.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Guides customers to digital and self-serve options for easy banking.
• Engages in needs-based conversations to address banking plans and credit card needs.
• Supports branch operations and risk/compliance processes.

Skills

Customer service

Sales experience

Consultative selling

Financial solutions knowledge

Digital tools

Interpersonal skills

Communication

Tools

Digital tools

Tablets

Smartphones

Online tools

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and provide guidance on financial solutions. You will welcome customers, discuss digital options, and collaborate with branch partners to grow customer relationships.

The role emphasizes needs-based conversations, cross-channel collaboration, and adherence to risk and regulatory requirements while contributing to branch goals and customer experience.