Senior Banker

BMO

Mont, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
Deliver exceptional customer service
Identify customer needs
Develop business development plan
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.
  • Develops and implements an annual business development plan to maximize referrals and opportunities through proactive outreach.
  • Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $45,500.00 - $84,500.00; Bonus/Equity: commission structure may apply; Benefits: health insurance, tuition reimbursement, insurance, retirement savings plans

Skills & Requirements

Must-have

  • deliver exceptional customer service
  • identify customer needs
  • develop business development plan
  • manage internal and external referral sources
  • resolve customer issues
  • conduct independent analysis

Nice-to-have

  • proactive outreach to clients
  • tailored financial solutions
  • create personal customer experiences
  • act as a role model
  • creative problem solving

Key Requirements

  • 3-5 years relevant experience
  • post-secondary degree or equivalent
  • 1-3 years banking/customer service experience
  • investment product registration
  • lending qualifications and designations
  • in-depth knowledge of personal/small business needs
  • experience managing lending applications

Work Rights

Not specified

Tailored Resume

Cover Letter