Base: $41,714.00 - $50,500.00; bonus/equity: may i...
Consultative customer service experience
Strong interpersonal and communication skills
Ability to identify customer financial needs
The role involves delivering exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers
Job Summary
The role involves delivering exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers.
Employees act as lobby leaders to guide customers through banking services, recommend alternative channels, and provide personal banking and investment advice.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The role involves delivering exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers.
Salary
Base: $41,714.00 - $50,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Consultative customer service experience
Strong interpersonal and communication skills
Ability to identify customer financial needs
Knowledge of digital banking tools
Commitment to compliance and risk processes
Nice-to-have
Passion for helping customers succeed
Resourceful self-starter with courage
Creative approaches to customer experience
Drive to deliver personal experiences
Aptitude for solving problems flexibly
Key Requirements
1-2 years relevant experience or equivalent education
Registration to sell investment products (Canada only)
Confident use of social media and mobile applications