Base: $41,714.00 - $49,000.00; bonus/equity: may i...
Exceptional customer service delivery
Identify customer financial 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 identify referral opportunities and grow customer relationships beyond personal banking.
Follows through on risk and compliance processes to safeguard customer assets, maintain privacy, and act in their best interest.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $41,714.00 - $49,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
Collaborate with branch partners
Digital and self-serve options guidance
Meet transaction-based needs
Risk and compliance processes
Nice-to-have
Creative customer experience approaches
Contribute to continuous improvement
Thrive in consultative sales
Resourceful self-starter
Courage and confidence to approach customers
Key Requirements
1-2 years relevant experience
Consultative customer service/sales experience
Basic knowledge of sales solutions
Registration to sell investment products (Canada only)