Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Delivers exceptional customer service
Identifies customer financial needs
Provides 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.
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 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Delivers exceptional customer service
Identifies customer financial needs
Provides financial solutions advice
Proactively engages customers and prospects
Completes needs-based assessments
Offers digital and self-serve options
Resolves customer issues and questions
Nice-to-have
Collaborative and versatile team member
Creative approach to customer experience
Contributes to ongoing improvement
Thrives in consultative sales environment
Resourceful self-starter
Courage and confidence to approach customers
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Appropriate lending qualifications
Working knowledge of personal banking solutions
Working knowledge of retail investments
Experience in financial services is an asset
Confident use of social media and online tools
Work Rights
Federal registration with Nationwide Mortgage Licensing System and Registry required