Relationship Banking Advisor

Bank of Montreal; Town of Sun Prairie (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance and retirement plans

Job summary

Bank of Montreal in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs. You will work within the branch and with partners to provide tailored financial solutions and grow loyalty across the community.

The role emphasizes needs assessments, guidance on everyday banking, lending, and small business solutions, while promoting digital channels to make banking easy and fast.

Qualifications

• Experience in a consultative customer service or sales role.
• Strong verbal and written communication.
• Ability to build rapport and connections with customers.
• Analytical and problem solving skills.
• Organizational and teamwork skills.

Responsibilities

• Identify customer needs and provide advice on financial solutions.
• Engage customers to grow relationships and complete needs assessments.
• Promote digital and self-serve banking options.
• Ensure compliance with regulatory requirements and lending policies.
• Assist in mortgage and lending processes and risk management.

Skills

Customer service

Sales oriented

Communication skills

Interpersonal skills

Team collaboration

Problem solving

Listening skills

Education

Post-secondary degree

Job description

Bank of Montreal in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs. You will work within the branch and with partners to provide tailored financial solutions and grow loyalty across the community.

The role emphasizes needs assessments, guidance on everyday banking, lending, and small business solutions, while promoting digital channels to make banking easy and fast.