$36,600.00 - $67,500.00; not specified; health ins...
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
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.
Engages customers to identify financial solutions, preferred banking channels, and recommends tailored solutions addressing sales and service needs.
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
$36,600.00 - $67,500.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Skills & Requirements
Must-have
customer needs assessment
financial solutions guidance
proactive customer engagement
risk management framework application
credit recommendations
Nice-to-have
drive to deliver personal experience
resourceful self-starter
collaborative team player
creative problem solving
ethical industry requirements
Key Requirements
2-3 years relevant experience
post-secondary degree desirable
investment product registration
lending qualifications and designations
working knowledge of personal and small business solutions