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Client-Focused Retail Banking Advisor
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-08-03
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Banking & Finance, Retail Banking, Bank Customer Service
Job Description & How to Apply Below
Bank of Montreal in Plano, TX, seeks a Retail Banking professional to deliver exceptional service and identify customer needs, guiding clients toward tailored financial solutions across branch and digital channels.
You will engage in needs assessments, propose lending, deposit and investment options, and support transactions while following regulatory requirements. This role emphasizes teamwork and risk-aware, customer-centric growth.
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