Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Delivers exceptional service
Identifies customer needs
Provides 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 - $65,000.00; Bonus/Equity: May include commission structure; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
delivers exceptional service
identifies customer needs
provides financial solutions
collaborates with partners
proactively engages customers
completes needs assessments
Nice-to-have
bilingual in English and Spanish
creative approaches
ongoing improvement
wider financial services marketplace
Key Requirements
2-3 years relevant experience
post-secondary degree desirable
appropriate lending qualifications
working knowledge of personal and small business customer needs
working knowledge of retail investments and lending products