Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Consultative customer service experience
Knowledge of retail investments and lending products
Ability to apply risk management framework
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions in the best interests of clients
Job Summary
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions in the best interests of clients.
Employees are expected to apply risk management frameworks to protect bank assets while making sound credit recommendations for personal lending transactions.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions in the best interests of clients.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Consultative customer service experience
Knowledge of retail investments and lending products
Ability to apply risk management framework
Strong interpersonal and communication skills
Experience with digital banking tools
Nice-to-have
Passionate commitment to helping customers
Resourceful self-starter attitude
Creative approaches to customer experience
Drive to deliver personal customer experience
Collaborative team-based environment fit
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Registration to sell investment products (Canada)
Appropriate lending qualifications and designations