Personal Banking Advisor & Customer Experience Champion

Bank of Montreal; Indianapolis (IN); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Indianapolis is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, identify needs, and provide guidance on financial solutions. You will work collaboratively with branch partners to meet customer goals and drive referrals, while guiding customers through digital and self-serve options during visits.

The role emphasizes needs-based conversations, product recommendations, and contributing to branch business results within a

Qualifications

• 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of personal banking products and services is a plus.
• Ability to identify customer needs and provide guidance to financial solutions.

Responsibilities

• Welcome and guide customers entering the branch, offering guidance on digital and self-serve options.
• Engage in needs-based conversations to identify opportunities and advise on banking products.
• Collaborate with branch partners to drive referrals and grow customer relationships beyond personal banking.
• Support branch operations and risk/compliance processes to safeguard customer assets.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Team collaboration

Problem solving

Listening skills

Organization

Digital banking

Cash handling

Job description

Bank of Montreal in Indianapolis is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, identify needs, and provide guidance on financial solutions. You will work collaboratively with branch partners to meet customer goals and drive referrals, while guiding customers through digital and self-serve options during visits.

The role emphasizes needs-based conversations, product recommendations, and contributing to branch business results within a