Personal Banking Associate

BMO

St Catharines, Canada
Base: $34,750.00 - $51,800.00; bonus/equity: commi...
Exceptional customer service
Identify customer needs
Provide financial solutions
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.
  • Collaborates with BMO partners to identify referral opportunities and offers advice on digital banking options.
  • 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: $34,750.00 - $51,800.00; 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
  • identify customer needs
  • provide financial solutions
  • collaborate with partners
  • digital and self-serve options
  • needs-based conversation

Nice-to-have

  • creative approaches
  • ongoing improvement
  • risk informed decisions
  • ethical requirements

Key Requirements

  • 1-2 years relevant experience
  • Registration to sell investment products
  • Confident use of social media and online tools
  • Consultative customer service or sales experience
  • Basic knowledge of specialized sales solutions

Work Rights

Not specified

Tailored Resume

Cover Letter