Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Exceptional customer service delivery
Financial solutions guidance
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.
Works collaboratively within the branch and through various channels to deliver the desired customer experience and achieve business objectives.
Follows through on risk and compliance processes and policies to ensure customer assets are safeguarded and privacy is maintained.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $41,714.00 - $50,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer service delivery
Financial solutions guidance
Digital and self-serve options
Needs-based customer conversations
Risk and compliance adherence
Nice-to-have
Collaborative team environment
Proactive customer engagement
Creative problem-solving
Continuous improvement mindset
Key Requirements
1-2 years relevant experience
Consultative customer service or sales experience
Basic knowledge of banking solutions
Social media and online tools proficiency
Registration to sell investment products (Canada only)