Personal Banking Advisor - Lending & Solutions

Bank of Montreal; Swanston (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is hiring in California for a Retail Banking Sales & Service role. The associate delivers exceptional service, identifies customer needs, and provides tailored financial guidance focused on everyday banking, investments, lending, and small business solutions.

The position emphasizes needs-based assessments, collaboration with branch teams and partners, plus advising on digital self-serve options to enhance the customer experience while complying with regulations.

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Post-secondary degree in related field desirable.
• Knowledge of personal banking products and lending.

Responsibilities

• Provide needs-based financial guidance to customers.
• Identify opportunities and grow loyalty via proactive outreach.
• Assist with everyday banking, lending, and small business solutions.
• Ensure compliance with risk, privacy, and regulatory requirements.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Team collaboration

Problem solving

Education

Post-secondary degree

Relevant lending qualifications

Tools

Online banking tools

Mobile apps

Job description

Bank of Montreal is hiring in California for a Retail Banking Sales & Service role. The associate delivers exceptional service, identifies customer needs, and provides tailored financial guidance focused on everyday banking, investments, lending, and small business solutions.

The position emphasizes needs-based assessments, collaboration with branch teams and partners, plus advising on digital self-serve options to enhance the customer experience while complying with regulations.