Personal Banking Associate

BMO

Bolton, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: not s...
Delivers exceptional service
Identifies customer needs
Provides financial solutions
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 deliver the desired customer experience, achieve business objectives, and identify referral opportunities.
  • 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: $36,000.00 - $54,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • delivers exceptional service
  • identifies customer needs
  • provides financial solutions
  • collaborates with partners
  • meets transaction needs
  • follows risk and compliance

Nice-to-have

  • creative approaches
  • ongoing improvement
  • resourceful self-starter
  • courage and confidence

Key Requirements

  • 1-2 years relevant experience
  • Registration to sell investment products
  • Confident use of social media and online tools
  • Consultative customer service or sales experience
  • Basic knowledge of specialized banking solutions

Work Rights

Not specified

Tailored Resume

Cover Letter