Personal Banking Associate

BMO

Winnipeg, Canada
Base: $34,750.00 - $51,800.00; bonus/equity: not s...
Deliver exceptional customer service
Identify customer 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.
  • Collaborates with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, 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: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • deliver exceptional customer service
  • identify customer needs
  • provide financial solutions advice
  • collaborate with BMO partners
  • meet customer transaction needs
  • follow risk and compliance processes

Nice-to-have

  • creative approaches to customer experience
  • contribute to ongoing improvement
  • proactive in approaching customers
  • flexible and creative problem-solving

Key Requirements

  • 1-2 years relevant experience
  • Registration to sell investment products
  • Confident with digital tools and applications
  • Consultative customer service or sales experience
  • Basic knowledge of specialized sales solutions

Work Rights

Not specified

Tailored Resume

Cover Letter