Personal Banking Associate

BMO

Knowlton, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: not s...
Delivers exceptional service
Identifies customer needs
Provides 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.
  • Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve business objectives.
  • Follows through on risk and compliance processes and policies to ensure safeguarding of customer assets, privacy, and acting in their best interest.

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

  • delivers exceptional service
  • identifies customer needs
  • provides financial solutions
  • collaborates with partners
  • meets transaction needs
  • follows risk and compliance

Nice-to-have

  • creative approach to customer experience
  • ongoing improvement of customer experience
  • resourceful self-starter
  • courage and confidence to approach customers

Key Requirements

  • 1-2 years relevant experience
  • Registration to sell investment products
  • Confident use of digital tools
  • Consultative customer service or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter