Personal Banking Associate

BMO

Smiths Falls, Ontario, Canada
$34,750.00 - $51,800.00; not specified; health ins...
Exceptional customer service delivery
Identify customer financial needs
Promote digital and self-serve options
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.
  • Follows through on risk and compliance processes to safeguard customer assets, maintain privacy, and act in their best interest.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

$34,750.00 - $51,800.00; 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
  • Promote digital and self-serve options
  • Meet transaction-based needs
  • Follow risk and compliance policies

Nice-to-have

  • Creative problem solving
  • Proactive customer engagement
  • Contribute to team goals
  • Thrive in consultative sales

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 banking solutions

Work Rights

Not specified

Tailored Resume

Cover Letter