Personal Banking & Investment Advisor

Bank of Montreal; Kokomo (IN); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in the United States is seeking a branch-based associate to deliver exceptional service, identify customer needs, and guide clients through banking solutions with a focus on digital options. You will collaborate with partners to grow relationships and provide a personal customer experience.

The role emphasizes needs-based conversations, risk awareness, and flexible scheduling to serve customers across channels while ensuring accuracy and compliance.

Qualifications

• Typically between 1 – 2 years of relevant experience and/or certification in related field.
• Experience with social media, tablets, smartphones, online tools and applications.
• Consultative customer service or sales background with a drive to deliver personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.
• Strong interpersonal, listening, problem-solving, and communication skills.

Responsibilities

• Welcome and guide customers, identify needs and advise on banking solutions.
• Collaborate with branch and partners to deliver the customer experience.
• Review customer profiles and engage in needs-based conversations.
• Support risk and compliance and maintain accurate records.
• May work at multiple branches and adapt to varying schedules.

Skills

Social media

Tablets & smartphones

Online tools

Customer service

Sales experience

Interpersonal skills

Communication

Organization

Teamwork

Analytical thinking

Job description

Bank of Montreal in the United States is seeking a branch-based associate to deliver exceptional service, identify customer needs, and guide clients through banking solutions with a focus on digital options. You will collaborate with partners to grow relationships and provide a personal customer experience.

The role emphasizes needs-based conversations, risk awareness, and flexible scheduling to serve customers across channels while ensuring accuracy and compliance.