Personal Banking Assoiciate

BMO Financial Group

Calgary, AB, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: may i...
Exceptional customer service delivery
Consultative sales approach
Risk and compliance adherence
The role delivers exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers

Job Summary

  • The role delivers exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers.
  • As a lobby leader, the associate guides customers through digital options and conducts conversations to recommend alternative banking channels.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role delivers exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Consultative sales approach
  • Risk and compliance adherence
  • Digital banking guidance
  • Team collaboration skills

Nice-to-have

  • Passion for helping customers
  • Creative problem solving
  • Social media proficiency
  • Drive for personal experience
  • Resourceful self-starter attitude

Key Requirements

  • 1-2 years relevant experience
  • Investment product registration (Canada)
  • Strong interpersonal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter