109557

Bmousbenefits

Base: $41,714.00 - $69,000.00; bonus/equity: commi...
Delivers exceptional customer service
Identifies customer needs
Provides 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.
  • Engages customers to complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business.
  • Works collaboratively within the branch and through various channels to deliver the desired customer experience and achieve overall business objectives.

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: commission structure may apply; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • delivers exceptional customer service
  • identifies customer needs
  • provides financial solutions
  • collaborative branch environment
  • needs-based assessments
  • digital and self-serve options

Nice-to-have

  • creative approaches to customer experience
  • contributes to business results
  • uphold highest ethical requirements
  • passion for helping customers
  • resourceful self-starter

Key Requirements

  • 2-3 years relevant experience
  • post-secondary degree desirable
  • registration to sell investment products
  • appropriate lending qualifications
  • working knowledge of customer needs and solutions
  • experience in financial services is an asset
  • confident use of social media and online tools
  • experience in consultative customer service or sales

Work Rights

Not specified

Tailored Resume

Cover Letter