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BMO Personal Banking Advisor Role

Hospitality Full Benefits Career Growth
Company

Bank of Montreal

Location

salaberry de valleyfield, Canada

Posted

June 08, 2026

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About This Opportunity

Become a Personal Banking Advisor at BMO and enhance customer experiences through tailored financial solutions. Focus on delivering exceptional service while addressing client banking needs effectively.
This position involves collaborating with branch teams and BMO partners to provide comprehensive banking support to customers. You'll engage in proactive conversations to identify personal banking needs, suggest suitable products, and foster strong relationships. Your role will be instrumental in achieving the branch's business objectives.
Key Responsibilities:
• Conduct personal needs assessments for customers
• Advise clients on digital banking options and services
• Facilitate smooth transaction processes for banking needs
• Work with branch team members to improve customer service
• Stay informed about financial services trends and regulations
Requirements:
• 1-2 years of customer service experience preferred
• Strong relationship-building and problem-s...