Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Exceptional customer service delivery
Financial solutions guidance
Needs-based customer assessments
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 grow BMO’s business by building new relationships and offering tailored solutions for personal banking, investments, and lending.
BMO offers a total compensation package that may include performance-based incentives, 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: $41,714.00 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer service delivery
Financial solutions guidance
Needs-based customer assessments
Digital and self-serve options promotion
Risk management framework application
Collaborative branch team member
Nice-to-have
Bilingual in Spanish and English
Proactive customer engagement
Creative customer experience approaches
Thrive in consultative sales environment
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Appropriate lending qualifications
Working knowledge of personal/small business needs