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 grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $45,900.00 - $75,900.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer service delivery
Financial solutions guidance
Needs-based customer assessments
Proactive customer engagement
Risk management framework application
Nice-to-have
Collaborative branch team member
Creative customer experience approaches
Ethical industry requirements adherence
Proactive in community outreach
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Lending qualifications and designations
Working knowledge of personal/small business needs