Base: $43,100.00 - $58,300.00; bonus/equity: not s...
Deliver exceptional customer service
Identify customer financial needs
Collaborate with branch partners
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions
Job Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
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 advice on financial solutions.
Salary
Base: $43,100.00 - $58,300.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Deliver exceptional customer service
Identify customer financial needs
Collaborate with branch partners
Promote digital and self-serve options
Meet customer transaction needs
Follow risk and compliance processes
Nice-to-have
Proactive customer engagement
Creative problem-solving
Drive for personal customer experience
Thrive in consultative sales environment
Courage and confidence to approach customers
Key Requirements
1-2 years relevant experience
Consultative customer service or sales experience
Basic knowledge of banking solutions
Confident use of digital tools
Registration to sell investment products (Canada only)