Personal Banking Associate

BMO

Boucherville, Quebec, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: not s...
Exceptional customer service delivery
Financial solutions advice
Digital and self-serve options guidance
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Collaborates with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  • BMO is committed to an inclusive, equitable and accessible workplace, valuing diversity and offering accommodations.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solutions advice
  • Digital and self-serve options guidance
  • Transaction-based needs fulfillment
  • Risk and compliance adherence

Nice-to-have

  • Collaborative team player
  • Proactive initiative
  • Creative problem-solving
  • Adaptable to changing schedules

Key Requirements

  • 1-2 years relevant experience
  • Investment product sales registration
  • Social media and online tools proficiency
  • Consultative customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter