Personal Banking Associate

BMO

Montreal, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: not s...
Deliver exceptional service
Identify customer needs
Provide financial advice
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
  • Collaborates with BMO partners to grow customer relationships and offers advice on digital and self-serve options.
  • Contributes to meeting branch business results and customer experience by supporting operational activities and identifying referral opportunities.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • deliver exceptional service
  • identify customer needs
  • provide financial advice
  • collaborate with partners
  • meet transaction needs
  • follow risk and compliance

Nice-to-have

  • creative customer experience
  • drive to deliver personal experience
  • resourceful self-starter
  • courage and confidence
  • thrive in consultative sales

Key Requirements

  • 1-2 years relevant experience
  • Investment product sales registration
  • Confident with digital tools
  • Consultative customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter