Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Exceptional customer service delivery
Financial solutions guidance
Proactive customer engagement
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions tailored to their best interests
Job Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions tailored to their best interests.
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans as part of its total compensation package.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions tailored to their best interests.
Salary
Base: $41,714.00 - $65,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, insurance, retirement savings plans
Skills & Requirements
Must-have
exceptional customer service delivery
financial solutions guidance
proactive customer engagement
needs-based assessments
risk management framework application
Nice-to-have
digital and self-serve options advice
community relationship building
creative customer experience approaches
ethical industry requirements adherence
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Appropriate lending qualifications
Working knowledge of personal and small business needs