Personal Banking Associate

BMO

Lethbridge, Alberta, Canada
$34,750.00 - $51,800.00; not specified; health ins...
Customer service
Financial solutions
Transaction-based needs
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, grow customer relationships, and recommend alternative banking channels.
  • 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

  • customer service
  • financial solutions
  • transaction-based needs
  • needs-based conversation
  • operational activities
  • risk and compliance processes

Nice-to-have

  • creative approaches
  • ongoing improvement
  • collaborative team environment
  • consultative sales
  • resourceful self-starter

Key Requirements

  • 1-2 years relevant experience
  • Registration to sell investment products
  • Confident use of digital tools
  • Consultative customer service or sales experience
  • Basic knowledge of specialized solutions

Work Rights

Not specified

Tailored Resume

Cover Letter