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.
Keeps current with the financial services marketplace and legal/regulatory environment, while maintaining knowledge of personal banking products and trends.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer service delivery
Financial solutions advice
Needs-based assessments
Digital and self-serve options promotion
Risk management framework application
Credit recommendations for personal lending
Nice-to-have
Proactive customer engagement
Building new community relationships
Creative problem-solving
Thriving in a consultative sales environment
Courage and confidence to approach customers
Key Requirements
2-3 years of relevant experience
Post-secondary degree desirable
Registration to sell investment products
Appropriate lending qualifications and designations
Working knowledge of personal and small business customer needs