Banking Officer, Mutual Fund Service Desk (contract)

BMO

Toronto, Ontario, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Exceptional customer experience
Comprehensive product knowledge
Relationship selling techniques
Supports the delivery of an exceptional customer experience to private banking clients

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients.
  • Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products.
  • BMO is committed to an inclusive, equitable and accessible workplace.

Matching Summary

Supports the delivery of an exceptional customer experience to private banking clients.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer experience
  • Comprehensive product knowledge
  • Relationship selling techniques
  • Timely and accurate transaction processing
  • Risk Management Framework application

Nice-to-have

  • Develop rapport and instill confidence
  • Exceed client service standards
  • Proactive client needs identification

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree desirable
  • Registered Investment Sales Representative (RISR) with CIRO licensing
  • Extensive experience with Mutual Funds
  • Working knowledge of credit and non-credit products

Work Rights

Not specified

Tailored Resume

Cover Letter