$45,900.00 - $75,900.00; not specified; health ins...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
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.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
$45,900.00 - $75,900.00; Not specified; 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 advice
collaborate with branch partners
proactive customer engagement
needs-based assessments
resolve customer issues
Nice-to-have
drive to deliver personal experience
resourceful self-starter
creative problem solving
uphold ethical requirements
Key Requirements
2-3 years relevant experience
post-secondary degree desirable
lending qualifications and designations
working knowledge of personal/small business needs