Base: $41,714.00 - $69,000.00; bonus/equity: not s...
Deliver exceptional customer service
Identify customer financial needs
Provide tailored financial solutions
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.
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
BMO offers 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
Base: $41,714.00 - $69,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Deliver exceptional customer service
Identify customer financial needs
Provide tailored financial solutions
Engage with existing customers and prospects
Support customer transactions
Collaborate with branch and BMO partners
Nice-to-have
Proactively engage with community
Contribute to business results
Make banking easy, simple, and fast
Thrive in a consultative sales environment
Courage and confidence to approach customers
Key Requirements
2-3 years of relevant experience
Post-secondary degree desirable or equivalent education/experience
Appropriate lending qualifications and designations
Working knowledge of personal and small business customer needs and solutions
Working knowledge of retail investments and lending products