Personal Banking Relationship Advisor

Bank of Montreal; Des Moines (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

Bank of Montreal is seeking a customer-focused representative in Des Moines to deliver exceptional service and assess needs for financial solutions. You will engage customers, promote digital tools, and help with everyday banking, lending, and small business solutions.

The role emphasizes consultative sales within a collaborative branch team. The position requires 2–3 years in financial services, a related degree, and comfort with retail investments or lending products.

Qualifications

• Typically between 2-3 years of relevant experience in financial services or banking.
• Post-secondary degree in a related field is desirable.
• Experience with retail investments or lending products is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Processes lending applications and ensures compliance with policies.
• Probes to understand personal banking needs and promotes digital options.

Skills

Customer service

Sales experience

Communication

Financial knowledge

Education

Post-secondary degree in related field

Tools

CRM software

Online banking platforms

Job description

Bank of Montreal is seeking a customer-focused representative in Des Moines to deliver exceptional service and assess needs for financial solutions. You will engage customers, promote digital tools, and help with everyday banking, lending, and small business solutions.

The role emphasizes consultative sales within a collaborative branch team. The position requires 2–3 years in financial services, a related degree, and comfort with retail investments or lending products.