Base: $34,750.00 - $51,800.00; bonus/equity: not s...
Exceptional customer service
Identify customer needs
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.
Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve business objectives.
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.
Salary
Base: $34,750.00 - $51,800.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
exceptional customer service
identify customer needs
financial solutions advice
collaborate with partners
digital and self-serve options
transaction-based needs
risk and compliance processes
Nice-to-have
creative approaches
ongoing improvement
boldly grow the good
inclusive equitable accessible workplace
Key Requirements
1-2 years relevant experience
Certification in related field desirable
Registration to sell investment products
Confident use of social media, tablets, smartphones
Consultative customer service or sales roles experience