Personal Banking Associate

BMO

Waterloo, Canada
Base: $34,750.00 - $51,800.00; bonus/equity: not s...
Delivers exceptional service to customers
Identifies customer needs
Provides 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, grow customer relationships, and deliver the desired customer experience.
  • BMO offers a competitive total compensation package including performance-based incentives, 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: $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

  • delivers exceptional service to customers
  • identifies customer needs
  • provides financial solutions advice
  • collaborates within the branch
  • meets customer transaction-based needs
  • contributes to meeting branch business results

Nice-to-have

  • mandarin language skill is a strong asset
  • creative approaches to customer experience
  • ongoing improvement of customer experience
  • passionately committed to helping customers
  • drive to deliver personal customer experience

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 sales solutions

Work Rights

Not specified

Tailored Resume

Cover Letter