Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
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 complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business.
BMO is committed to an inclusive, equitable and accessible workplace, valuing diverse perspectives and offering accommodations.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
customer needs assessment
financial solutions guidance
proactive customer engagement
credit risk management
digital banking options
Nice-to-have
creative problem solving
building community relationships
continuous improvement focus
social media savvy
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Investment product registration
Lending qualifications and designations
Working knowledge of personal/small business needs