Personal Banking Advisor & Relationship Builder

Bank of Montreal; Johnston (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Johnston, IA is seeking a customer-focused banking professional for Retail Banking Sales & Service. You will deliver exceptional service, identify needs, and guide customers to suitable financial solutions across everyday banking, lending, investments, and digital channels.

The role emphasizes relationship-building, risk-aware credit recommendations, and collaboration with branch teams to meet business goals. Strong communication and a proactive approach are required.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field or equivalent.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides tailored financial solutions.
• Engages customers to grow BMO’s business and build relationships.
• Makes credit recommendations for personal lending in line with policy.
• Ensures compliance with risk and regulatory requirements.

Skills

Customer service

Communication

Teamwork

Sales experience

Education

Post-secondary degree

Job description

Bank of Montreal in Johnston, IA is seeking a customer-focused banking professional for Retail Banking Sales & Service. You will deliver exceptional service, identify needs, and guide customers to suitable financial solutions across everyday banking, lending, investments, and digital channels.

The role emphasizes relationship-building, risk-aware credit recommendations, and collaboration with branch teams to meet business goals. Strong communication and a proactive approach are required.