Step into a rewarding role as a Personal Banking Advisor at BMO, guiding customers through their financial journeys. Deliver exceptional service and customized solutions in-person and through digital channels.

Candidates should have 2-3 years of relevant experience and a strong commitment to customer service. In this position, you'll perform needs assessments, partner with customers on their goals, and provide expert advice on banking, investments, and lending options. Team collaboration is key to achieving customer satisfaction and business objectives.

Key Responsibilities: • Conduct thorough financial needs assessments for clients • Recommend fitting solutions for everyday banking and investments • Assist with lending transactions and applications • Build relationships to drive customer loyalty and retention • Ensure compliance with all aspects of financial regulation

Requirements: • Relevant banking experience of 2-3 years required • Post-secondary degree is preferable • Solid interpersonal abilities required • Knowledge of the financial services landscape • Consultative sales experience is advantageous

Make a significant impact at BMO as you empower customers with informed financial choices.

📌 Personal Banking Advisor with BMO (Winnipeg)
🏢 BMO U.S.
📍 Winnipeg