Personal Banking Associate

BMO

Deux, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: not s...
Exceptional customer service
Financial solutions advice
Digital and self-serve options
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 identify referral opportunities and grow customer relationships beyond personal banking.
  • BMO is committed to an inclusive, equitable and accessible workplace, valuing diversity and offering accommodations.

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

  • exceptional customer service
  • financial solutions advice
  • digital and self-serve options
  • needs-based conversation
  • risk and compliance processes

Nice-to-have

  • creative approaches
  • ongoing improvement
  • collaborative and versatile team
  • 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