Personal Banking Relationship Advisor

Bank of Montreal; Chicago (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

Bank of Montreal in Chicago seeks a customer-focused banking professional to provide exceptional service and needs-based financial guidance. The role emphasizes engaging customers, offering tailored solutions, and building relationships across branches and channels.

The position requires strong communication, a consultative sales approach, and collaboration with team members to deliver a seamless customer experience in a fast-paced retail banking environment.

Qualifications

• Post-secondary degree or equivalent work experience preferred.
• Bilingual preferred.
• Experience in financial services is an asset.
• Confident and experienced in use of social media, tablets, smartphones, online tools and applications.

Responsibilities

• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and tailor solutions.
• Works with branch partners to deliver a great customer experience.
• Complies with legal and regulatory requirements and risk policies.

Skills

Customer service

Sales oriented

Communication

Team collaboration

Education

Post-secondary degree

Job description

Bank of Montreal in Chicago seeks a customer-focused banking professional to provide exceptional service and needs-based financial guidance. The role emphasizes engaging customers, offering tailored solutions, and building relationships across branches and channels.

The position requires strong communication, a consultative sales approach, and collaboration with team members to deliver a seamless customer experience in a fast-paced retail banking environment.