Personal Banking Associate

BMO

Pembroke, Canada
$34,750.00 - $51,800.00; not specified; health ins...
Exceptional customer service delivery
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 to deliver the desired customer experience and achieve business objectives.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, 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

$34,750.00 - $51,800.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer needs
  • Financial solutions advice
  • Collaborate with branch partners
  • Digital and self-serve options guidance
  • Transaction-based needs execution

Nice-to-have

  • Creative approaches for personal experience
  • Contribute to ongoing improvement
  • Thrive in consultative sales
  • Resourceful self-starter
  • Courage and confidence to approach customers

Key Requirements

  • 1-2 years relevant experience
  • Investment product sales registration
  • Confident use of digital tools
  • Consultative customer service experience
  • Basic specialized sales knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter