Job Summary

• Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
• Engages customers to complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business needs.
• BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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

Key Requirements

• Bilingual Spanish preferred
• 2-3 years relevant experience
• post-secondary degree desirable
• registration to sell investment products
• appropriate lending qualifications
• working knowledge of personal and small business customer needs
• working knowledge of retail investments and lending products
• experience in financial services is an asset
• confident and experienced with digital tools
• experience in consultative customer service or sales role
• Federal registration with NMLS (US)

Work Rights