Retail Banking Relationship Advisor

Bank of Montreal; Reno (NV); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Reno, NV seeks a banking professional to deliver exceptional service and advise customers on financial solutions. You will collaborate across branches and with partners to enhance the customer experience, grow loyalty, and identify opportunities for cross-selling in everyday banking, lending, and small business solutions.

The role emphasizes needs-based assessments, digital and self-serve guidance, and compliance with lending policies and regulatory requirements.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Takes a lead in engaging with customers to grow loyalty and opportunities.
• Probes to understand customer needs and integrates marketing programs into conversations.
• Applies risk management framework and ensures compliance with policies and processes.

Skills

Interpersonal skills

Verbal & written communication

Analytical and problem solving

Team collaboration

Customer service experience

Financial services knowledge

Education

Post-secondary degree desirable

Job description

Bank of Montreal in Reno, NV seeks a banking professional to deliver exceptional service and advise customers on financial solutions. You will collaborate across branches and with partners to enhance the customer experience, grow loyalty, and identify opportunities for cross-selling in everyday banking, lending, and small business solutions.

The role emphasizes needs-based assessments, digital and self-serve guidance, and compliance with lending policies and regulatory requirements.