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 complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business.
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: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions guidance
Proactive customer engagement
Needs-based customer assessments
Risk management framework application
Nice-to-have
Drive to deliver personal customer experience
Collaborative and versatile team member
Creative problem-solving approaches
Contribute to ongoing improvement
Passion for helping customers
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Registration to sell investment products
Appropriate lending qualifications
Working knowledge of personal/small business needs