Conseiller En Service Bancaire

BMO

Moody, BC, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Hybrid
Consultative customer service experience
Knowledge of retail investment products
Understanding of personal and small business lending
BMO is seeking a Banking Service Advisor in Moody, BC, where the selected candidate will deliver exceptional customer service, provide financial advice, and engage with clients to identify their banking needs. The role emphasizes collaboration within the branch and requires a proactive approach to customer engagement and sales

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions including everyday banking, investments, and lending.
  • Employees are expected to apply the bank's risk management framework to protect assets while ensuring compliance with all legal and regulatory requirements.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 85

BMO is seeking a Banking Service Advisor in Moody, BC, where the selected candidate will deliver exceptional customer service, provide financial advice, and engage with clients to identify their banking needs. The role emphasizes collaboration within the branch and requires a proactive approach to customer engagement and sales.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative customer service experience
  • Knowledge of retail investment products
  • Understanding of personal and small business lending
  • Ability to conduct needs-based assessments
  • Proficiency with digital banking tools

Nice-to-have

  • Passionate commitment to helping customers
  • Experience in a team-based environment
  • Resourceful self-starter with courage
  • Strong interpersonal and rapport building skills
  • Creative approaches to customer experience

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree in related field
  • Registration to sell investment products (Canada)
  • Appropriate lending qualifications and designations

Work Rights

Canada only

Tailored Resume

Cover Letter