Personal Banking & Lending Advisor

Bank of Montreal; Town of Adams (WI); On-site; USD 42,000 - 65,000; 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 Retail Banking Sales & Service professional to deliver outstanding customer service and identify financial solutions that fit client needs. You will work within the branch and with partners to grow loyalty, complete needs assessments, and promote digital self-serve options.

The role requires 2–3 years of experience in financial services, strong interpersonal and communication skills, and the ability to handle lending and consumer credit

Qualifications

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

Responsibilities

• Identify customer needs and provide tailored financial solutions.
• Engage with customers to complete needs assessments and grow loyalty.
• Promote digital self-serve options and financial products.
• Collaborate with branch partners to deliver customer experience.
• Handle lending and credit-related discussions in line with policies.

Skills

Customer service

Needs-based selling

Interpersonal skills

Communication skills

Problem solving

Team collaboration

Education

Post-secondary degree

Tools

Digital banking tools

Self-service channels

Job description

Bank of Montreal in the United States is seeking a Retail Banking Sales & Service professional to deliver outstanding customer service and identify financial solutions that fit client needs. You will work within the branch and with partners to grow loyalty, complete needs assessments, and promote digital self-serve options.

The role requires 2–3 years of experience in financial services, strong interpersonal and communication skills, and the ability to handle lending and consumer credit