Base: $41,714.00 - $69,000.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer financial needs
Provide tailored financial solutions
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 complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business needs.
Proactively engages with existing customers and prospects to grow loyalty and identify immediate/future opportunities.
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: Not specified; 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 tailored financial solutions
Proactive customer engagement
Risk management framework application
Compliance with legal and regulatory requirements
Nice-to-have
Drive to deliver personal customer experience
Thrive in consultative sales environment
Courage and confidence to approach customers
Creative problem-solving approaches
Contribute to ongoing improvement
Key Requirements
2-3 years of relevant experience
Post-secondary degree desirable or equivalent experience
Appropriate lending qualifications and designations
Working knowledge of personal and small business customer needs