Base: $41,714.00 - $50,000.00; 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.
Collaborates with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
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 - $50,000.00; 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 BMO partners
meets transaction-based needs
follows risk and compliance processes
Nice-to-have
initiative to find creative approaches
contributes to ongoing improvement
passion for helping customers
drive to deliver personal experience
resourceful self-starter
Key Requirements
1-2 years relevant experience
registration to sell investment products (Canada only)
confident in using social media and online tools
consultative customer service or sales experience
basic knowledge of sales and business banking solutions