Personal Banking Relationship Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Job summary

Bank of Montreal in the United States seeks a branch-focused professional to deliver exceptional service and identify client needs. You will advise on financial solutions and guide customers toward tailored banking options, including lending and everyday banking.

The role emphasizes relationship-building and cross-functional collaboration within the branch network. The candidate should have 2-3 years of relevant experience, with strong interpersonal and communication skills, and a focus on

Qualifications

• 2-3 years of relevant experience desirable
• Appropriate lending qualifications and designations (US credit licensing as applicable)
• Strong interpersonal and communication skills
• Ability to thrive in a consultative sales and service environment
• Comfort with digital banking tools and cross-channel engagement

Responsibilities

• Provide needs-based assessments to grow loyalty and opportunities.
• Advise on financial solutions including lending, investments, and everyday banking.
• Engage customers to complete assessments and tailor solutions.
• Protect assets and ensure compliance with policies and regulatory requirements.

Skills

Customer service

Sales oriented

Communication

Needs-based guidance

Relationship building

Education

Post-secondary degree

Job description

Bank of Montreal in the United States seeks a branch-focused professional to deliver exceptional service and identify client needs. You will advise on financial solutions and guide customers toward tailored banking options, including lending and everyday banking.

The role emphasizes relationship-building and cross-functional collaboration within the branch network. The candidate should have 2-3 years of relevant experience, with strong interpersonal and communication skills, and a focus on