Base: $41,714.00 - $69,000.00; bonus/equity: not s...
Customer needs assessment
Financial solutions advice
Proactive customer engagement
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 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: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
customer needs assessment
financial solutions advice
proactive customer engagement
risk management framework
credit granting principles
Nice-to-have
drive to deliver personal experience
resourceful self-starter
creative problem solving
thrive in consultative sales
Key Requirements
2-3 years relevant experience
post-secondary degree desirable
appropriate lending qualifications
working knowledge of personal/small business needs