Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Deliver exceptional service
Identify customer needs
Provide financial solutions
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 offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $41,714.00 - $50,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
deliver exceptional service
identify customer needs
provide financial solutions
collaborate with partners
digital and self-serve options
needs-based conversation
Nice-to-have
creative approaches
ongoing improvement
risk and compliance processes
ethical requirements
wider financial services marketplace
Key Requirements
1-2 years relevant experience
Consultative customer service or sales roles
Basic knowledge of specialized sales
Registration to sell investment products (Canada only)