Personal Banking Advisor & Solutions Specialist

Bank of Montreal; New Lenox (IL); On-site; USD 41,714 - 50,500; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

Bank of Montreal in Illinois is seeking a branch-focused professional to deliver exceptional service, identify customer needs, and provide guidance on financial solutions that best fit their goals.

You will work with branch teams and BMO partners to grow relationships, promote digital channels, and ensure a smooth, personalized banking experience for every customer walking into the lobby.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized banking solutions to refer to specialists.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifying needs and advising on financial solutions.
• Collaborates with BMO partners to identify referral opportunities and grow the customer relationship beyond personal banking.
• Guides customers to use digital and self-serve options, ensuring a fast, easy banking experience.

Skills

Customer service

Sales

Banking products

Communication

Team collaboration

Problem solving

Job description

Bank of Montreal in Illinois is seeking a branch-focused professional to deliver exceptional service, identify customer needs, and provide guidance on financial solutions that best fit their goals.

You will work with branch teams and BMO partners to grow relationships, promote digital channels, and ensure a smooth, personalized banking experience for every customer walking into the lobby.