Base: $36,000.00 - $54,500.00; bonus/equity: may i...
Consultative customer service experience
Strong interpersonal and communication skills
Ability to identify customer financial needs
The role involves delivering exceptional service by identifying customer needs and providing advice on financial solutions that are in the best interests of customers
Job Summary
The role involves delivering exceptional service by identifying customer needs and providing advice on financial solutions that are in the best interests of customers.
Employees act as a lobby leader to guide customers toward digital and self-serve options while recommending alternative banking channels and providing investment advice.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The role involves delivering exceptional service by identifying customer needs and providing advice on financial solutions that are in the best interests of customers.
Salary
Base: $36,000.00 - $54,500.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Consultative customer service experience
Strong interpersonal and communication skills
Ability to identify customer financial needs
Knowledge of risk and compliance processes
Proficiency with digital banking tools
Nice-to-have
Passion for delivering personal customer experience
Resourceful self-starter attitude
Creative problem-solving abilities
Drive to thrive in team-based environment
Interest in ongoing business improvement
Key Requirements
1-2 years relevant experience or equivalent education
Registration to sell investment products (completed or in progress)
Confident use of social media and mobile applications
Basic knowledge of specialized sales and business banking solutions