Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Exceptional customer service delivery
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 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
exceptional customer service delivery
financial solutions guidance
proactive customer engagement
needs-based financial assessments
risk management framework application
credit recommendations for personal lending
Nice-to-have
drive to deliver personal experience
collaborative and versatile team member
creative problem-solving approaches
passion for helping customers
Key Requirements
2-3 years relevant experience
post-secondary degree desirable
appropriate lending qualifications
working knowledge of personal and small business needs
experience in financial services is an asset
experience in consultative customer service or sales role