Personal Banking & Investment Advisor

Bank of Montreal; Northglenn (CO); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Northglenn, CO is seeking a lobby leader to deliver exceptional service, identify customer needs, and guide customers through digital and self-serve options while collaborating with branch teams. You will conduct personal banking and credit card discussions, supporting risk and compliance and helping meet branch targets.

The role emphasizes a customer-centric approach, proactive referrals, and a commitment to the broader customer experience within a multi-channel environment.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.

Responsibilities

• Welcomes and guides customers, identifying needs and advising on channels and digital options to make banking easy and fast.
• Engages customers in needs-based conversations about personal banking and credit card needs.
• Collaborates with branch and market teams to meet branch business results and enhance the customer experience.
• Supports risk and compliance processes to safeguard assets and maintain privacy.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Attention to detail

Adaptability

Time management

Education

Equivalent education and experience

Job description

Bank of Montreal in Northglenn, CO is seeking a lobby leader to deliver exceptional service, identify customer needs, and guide customers through digital and self-serve options while collaborating with branch teams. You will conduct personal banking and credit card discussions, supporting risk and compliance and helping meet branch targets.

The role emphasizes a customer-centric approach, proactive referrals, and a commitment to the broader customer experience within a multi-channel environment.