Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Delivers exceptional customer service
Identifies customer needs
Provides financial solutions advice
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.
Engages customers to complete needs assessments, identifying financial solutions and preferred banking channels while recommending tailored solutions.
BMO offers 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 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
delivers exceptional customer service
identifies customer needs
provides financial solutions advice
collaborates with branch partners
proactively engages customers and prospects
completes needs assessments
Nice-to-have
drive to deliver personal customer experience
focus on results
resourceful self-starter
courage and confidence
aptitude for listening and problem solving
Key Requirements
2-3 years relevant experience
post-secondary degree desirable
registration to sell investment products
appropriate lending qualifications
working knowledge of customer needs and solutions
experience in financial services is an asset
experience in consultative customer service or sales role
Work Rights
Federal registration with Nationwide Mortgage Licensing System and Registry required