Base: $34,750.00 - $44,900.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer needs
Provide financial guidance
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.
Supports customer requests, handles transactions, and offers advice on digital banking options to ensure a seamless experience.
Follows risk and compliance processes, keeps current with the financial services marketplace, and maintains knowledge of personal banking products.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $34,750.00 - $44,900.00; 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 guidance
Collaborate with BMO partners
Handle banking transactions and inquiries
Support digital and self-serve options
Nice-to-have
Creative problem-solving approaches
Personalized customer experiences
Continuous improvement mindset
Proactive risk management
Uphold ethical requirements
Key Requirements
Post-secondary degree or certification desirable
High-level knowledge of offers
Confident use of social media and online tools
Skilled in assisting digital novices
Basic knowledge of sales and business banking solutions