Personal Banking & Lending Advisor

Bank of Montreal; Vallejo (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Job summary

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them toward tailored financial solutions. The role emphasizes needs-based assessments, collaboration with branch teams, and leveraging digital channels to enhance the customer experience.

The position focuses on helping clients with everyday banking, lending, and small business solutions while maintaining compliance and fostering community relationships.

Qualifications

• Typically 2-3 years of relevant experience and post-secondary degree desirable.
• Knowledge of personal banking products, practices and trends.
• Experience in consultative customer service or sales role.

Responsibilities

• Engages customers to identify needs and provide advice on financial solutions.

Skills

Needs-based assessments

Customer relationship

Listening & problem solving

Sales & service mindset

Collaboration

Regulatory compliance awareness

Education

Post-secondary degree in related field

Tools

Social media platforms

Tablets & mobile devices

Online tools & applications

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them toward tailored financial solutions. The role emphasizes needs-based assessments, collaboration with branch teams, and leveraging digital channels to enhance the customer experience.

The position focuses on helping clients with everyday banking, lending, and small business solutions while maintaining compliance and fostering community relationships.