Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer needs
Financial solutions guidance
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: $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
Exceptional customer service delivery
Identify customer needs
Financial solutions guidance
Collaborative branch environment
Digital and self-serve options promotion
Needs-based customer conversations
Nice-to-have
Creative customer experience approaches
Continuous improvement focus
Proactive referral identification
Adaptable work schedule
Key Requirements
1-2 years relevant experience
Consultative customer service experience
Sales roles experience
Social media, tablets, smartphones, online tools proficiency