Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer financial needs
Collaborate with bmo partners
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.
Collaborates with BMO partners to grow customer relationships and offers advice on personal banking and investment solutions.
Supports operational activities and contributes to meeting branch business results and customer experience goals.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $41,714.00 - $50,500.00; 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
Collaborate with BMO partners
Digital and self-serve options guidance
Meet transaction-based needs
Risk and compliance processes
Uphold ethical requirements
Nice-to-have
Creative approach to customer experience
Contribute to ongoing improvement
Resourceful self-starter
Courage and confidence to approach customers
Flexibly and creatively respond to challenges
Key Requirements
1-2 years relevant experience
Consultative customer service or sales experience
Basic knowledge of sales and business banking solutions
Social media, tablets, smartphones, online tools proficiency
Canada: Investment product registration in progress