Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Needs-based assessments
Customer transactions
Risk management framework
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 grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
BMO offers 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: $41,714.00 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
needs-based assessments
customer transactions
risk management framework
credit granting principles
digital and self-serve options
collaborative branch team
Nice-to-have
creative approaches
ongoing improvement
wider financial services marketplace
ethical requirements
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Appropriate lending qualifications
Working knowledge of customer needs
Experience in financial services an asset
Consultative customer service or sales role experience