Banking Officer, Mutual Fund Service Desk (contract)
BMO
Toronto, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Exceptional customer experience
Comprehensive product knowledge
Relationship selling techniques
Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service
Job Summary
Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service.
Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans as part of its total compensation package.
Matching Summary
Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer experience
Comprehensive product knowledge
Relationship selling techniques
Timely transaction processing
Risk Management Framework application
Nice-to-have
Develop rapport and instill confidence
Proactive needs identification
Workflow process alternatives identification
Exceed client service standards
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Registered Investment Sales Representative (RISR) with CIRO
Extensive Mutual Funds experience
Working knowledge of credit and non-credit products