$36,600.00 - $67,500.00; not specified; health ins...
On-site
Needs-based assessments
Tailored solutions
Customer transactions
Delivers exceptional service to BMO customers and prospects
Job Summary
Delivers exceptional service to BMO customers and prospects.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Matching Summary
Delivers exceptional service to BMO customers and prospects.
Salary
$36,600.00 - $67,500.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Skills & Requirements
Must-have
needs-based assessments
tailored solutions
customer transactions
risk management framework
credit recommendations
collaborative branch team
customer needs and solutions
consultative customer service
Nice-to-have
making banking easy, simple, and fast
creative approaches
ongoing improvement
wider financial services marketplace
uphold highest ethical requirements
Key Requirements
2 - 3 years of relevant experience
post-secondary degree in related field of study desirable
appropriate lending qualifications and designations
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 in the use of social media, tablets, Smart phones, online tools, and applications