Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Needs-based financial assessments
Personal and small business lending
Customer relationship building
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions
Job Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions.
Supports customer transactions, manages lending applications, and applies risk management to protect the Bank's assets.
Offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions.
Salary
Base: $36,600.00 - $67,500.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Needs-based financial assessments
Personal and small business lending
Customer relationship building
Risk management framework application
Digital and self-serve banking options
Consultative sales approach
Compliance with legal and regulatory requirements
Nice-to-have
Use of social media and online tools
Team collaboration and versatility
Creative problem solving
Strong interpersonal skills
Passionate customer commitment
Adaptability to varying work schedules
Key Requirements
2-3 years relevant experience
Post-secondary degree or equivalent
Registration to sell investment products
Appropriate lending qualifications and designations
Working knowledge of retail investments and lending products
Experience in consultative customer service or sales