Personal Banking Associate

BMO

Calgary, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer needs
Provide financial solutions advice
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 grow customer relationships and achieve business objectives, while also supporting operational activities.
  • 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: $36,000.00 - $54,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer needs
  • Provide financial solutions advice
  • Collaborate with BMO partners
  • Meet customer transaction needs
  • Contribute to branch business results

Nice-to-have

  • Creative customer experience approaches
  • Continuous improvement mindset
  • Proactive risk management
  • Ethical industry requirements

Key Requirements

  • 1-2 years relevant experience
  • Investment product sales registration
  • Social media and digital tools proficiency
  • Consultative customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter