Base: $41,714.00 - $50,000.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
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.
Works collaboratively within the branch and through various channels to deliver desired customer experiences and achieve business objectives.
Follows through on risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in their best interest.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $41,714.00 - $50,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
Collaborate with branch partners
Digital and self-serve options guidance
Meet customer transaction needs
Nice-to-have
Creative approaches to customer experience
Contribute to ongoing improvement
Proactive in identifying opportunities
Courage and confidence to approach customers
Key Requirements
1-2 years relevant experience
Consultative customer service experience
Sales roles experience
Registration to sell investment products (Canada only)