Personal Banking Associate

BMO

Yellowknife, Canada
Base: $40,800.00 - $68,000.00; bonus/equity: not s...
Exceptional customer service
Identify customer needs
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.
  • Collaborates with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $40,800.00 - $68,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • exceptional customer service
  • identify customer needs
  • financial solutions advice
  • collaborative branch work
  • digital and self-serve options
  • needs-based conversation

Nice-to-have

  • creative customer experience
  • proactive risk identification
  • ethical industry requirements
  • continuous improvement focus

Key Requirements

  • 1-2 years relevant experience
  • Investment product sales registration
  • Social media and online tools proficiency
  • Consultative customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter