Conseiller(e) En Service Bancaire

BMO Financial Group

Montreal, QC, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Consultative customer service experience
Knowledge of personal banking products
Understanding of retail investment products
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions including everyday banking, investments, and lending

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions including everyday banking, investments, and lending.
  • Employees are expected to work collaboratively within the branch and through various channels to achieve business objectives and grow customer loyalty.
  • The position requires applying risk management frameworks to protect bank assets while ensuring all activities comply with legal and regulatory requirements.

Matching Summary

The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions including everyday banking, investments, and lending.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative customer service experience
  • Knowledge of personal banking products
  • Understanding of retail investment products
  • Ability to conduct needs-based assessments
  • Compliance with lending policies and regulations

Nice-to-have

  • Passionate commitment to helping customers
  • Experience in a team-based environment
  • Confident use of social media and digital tools
  • Resourceful self-starter with courage
  • Drive to deliver a personal customer experience

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree in related field
  • Registration to sell investment products (Canada)
  • Appropriate lending qualifications and designations

Work Rights

Not specified

Tailored Resume

Cover Letter