Personal Banking Associate

BMO

Sherbrooke, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: not s...
Deliver exceptional 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 grow customer relationships beyond personal banking.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary 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: $36,000.00 - $54,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • deliver exceptional service
  • identify customer needs
  • provide financial solutions
  • collaborate with partners
  • digital and self-serve options
  • customer transaction-based needs

Nice-to-have

  • creative approaches
  • ongoing improvement
  • drive to deliver personal experience
  • thrive in consultative sales
  • resourceful self-starter

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter